Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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Greenline Wealth Management
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Regional Sales Director (West) July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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July Business Services
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DC Plan Re-Enrollment Litigation
October Three Consulting [Guidance Overview] July 16, 2013 "The timing of the finalization of the QDIA regulations, and the implementation of re-enrollment plans in connection with it in 2007-2008, could not have been worse. In many plans, significant numbers of participants were defaulted out of capital preservation vehicles and into QDIAs that included significant equity exposure (and thus capital risk). More or less right after that, the global financial crisis hit, and some major TDFs, for instance, sustained losses in the 25% range. If any set of facts would test whether re-enrollment was legal, 2007-2008 would." |
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