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Anchor 3(16) Fiduciary Solutions
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Retirement Relationship Manager MAP Retirement
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Retirement Plan Consultants
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BPAS
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Southern Pension Services
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BPAS
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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MAP Retirement
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BPAS
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July Business Services
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Retirement Plan Administration Consultant Blue Ridge Associates
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Disclosing Conflicts of Interest by Investment Advisers: The Slippery Concept of Materiality
Fi360 Blog 
Oct. 15, 2012
"While everyone seems to admit that all investment advisors have some conflicts of interest, only the 'material' conflicts need to be disclosed ... The problem here ... is that materiality is not only in the eye of the beholder, but it's when the beholder is looking backwards. When it counts, everyone tries to determine whether the missing disclosure was material after it has caused a loss."
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