Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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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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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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More Higher Education Institutions Partner with Advisors for Retirement Plan Optimization
Transamerica Retirement Solutions Aug. 28, 2013 "42 percent of institutions surveyed currently use an advisor or consultant, and this trend is expected to grow by 10 percent over the next year.... [A]dvisors perform a wide range of functions for Higher Education institutions, including selecting investment options (58 percent), monitoring investment options (47 percent), assisting with plan design (42 percent), developing the plan's investment policy and selecting vendors (36 percent), and reviewing plan compliance (33 percent)." |
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