Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Compass
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Once More Unto the (Fiduciary) Breach, Dear Plan Sponsors
CFO July 18, 2014 "How can plan sponsors minimize fiduciary risk and avoid litigation? Experts advise the following: [1] Really understand your plan.... [2] Keep the focus on participants.... [3] Benchmark, benchmark, benchmark.... [4] Beware of bundling.... [5] Watch out for revenue sharing.... [6] Don't float.... [7] Don't pay retail." [Editor's note: Henry V, Act III, Scene I] |
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