Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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ICI Comment Letter to EBSA on Timing of Annual DC Plan Participant Disclosures (PDF)
Investment Company Institute [ICI] [Opinion] Dec. 19, 2013 "While we support the idea of providing a compliance window, and believe that a 45-day window would be a reasonable approach to providing necessary flexibility, the Institute believes that an 18-month standard (as opposed to 12 months with a 45-day window) would be optimal and still preserve participants' and beneficiaries' receipt of regular and timely information.... Even with an 18-month window, plans are likely to continue to provide the disclosures every 12 months so as to maintain regularity, but will have greater ability to adapt to changing circumstances." |
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