Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Recent Studies on Rollovers Identify Emerging Issues
October Three Consulting July 2, 2013 "Two recent reports ... focus on the issue of advisor conflicts of interest, particularly in the distribution/rollover context, and the consequences for retirement savings.... Both reports make an argument for robust regulation of the distribution/rollover process and of advisor conflicts of interest both in the context of a re-proposed re-definition of ERISA fiduciary and more generally.... Many of the changes suggested ... would mandate changes in sponsor practice." |
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