Loan & Distribution Specialist AimPoint Pension
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Compass
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Hall County Government
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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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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The 15-Minute 401(k) Plan Review
CFO May 8, 2014 "[1] Find your list of plan fiduciaries... [2] Review your advisory (or TPA) contract for fiduciary status... [3] Review your advisory (or TPA) contract's indemnification clause... [4] Grab your 408(b)(2) fee disclosure file... [5] Find your benchmarking report... [6] Examine your fund list for bias... [7] Check for an ERISA violation insurance provision or policy... [8] Review your fidelity bond." |
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