Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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International Paper Settles Excessive Fee Case
FRA PlanTools Oct. 1, 2013
"IP agreed to the following affirmative relief for the next 4 years: IP will not prohibit employees from transferring their investments out of the Company Stock Fund; IP will not offer retail mutual funds; IP will not allow the Plans' recordkeeper to be paid on a percentage of assets basis; IP will not profit from the Plans; IP will competitively bid the Plans' recordkeeping services; IP will rebate to the Plans relationship discounts offered as a result of Plan investments; IP will provide the Plans with revenue earned from securities lending; and IP will introduce a passively managed (index) large cap stock option in the Plans' core lineup."
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