Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Compass
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Further Questions and Answers on Brokerage Accounts
FIS Relius [Guidance Overview] Aug. 7, 2012
"This Technical Update focuses on plans which provide participants the option to direct their investments through brokerage accounts, and do not otherwise provide a set of designated investment alternatives (DIAs) for participant selection. [Questions include:] Is such a plan a participant directed plan subject to the new participant fee disclosure regulations? ... Is the brokerage account a DIA? Are the investments selected through the brokerage accounts DIAs? ... Since the plan does not have any DIAs, must it provide a comparative chart of investments?"
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