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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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Mergers & Acquisition Specialist Compass
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MVP Plan Administrators, Inc.
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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ESOP Administration Consultant Blue Ridge Associates
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Comments to SEC on Duties of Brokers, Dealers and Investment Advisers (PDF)
Financial Planning Coalition 
[Opinion] July 8, 2013 57 pages. Excerpt: "The fiduciary standard should be no less stringent than the existing fiduciary duty standard ... [and] should be based upon the core principle that, when providing personalized investment advice to retail customers, a financial adviser (however registered) always must act in the best interests of those customers.... The SEC should not delay the adoption of a uniform fiduciary standard while it considers harmonization initiatives." MORE >> |
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