Greenline Wealth Management
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Solutions Specialists
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Great Lakes Pension Associates, Inc.
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Pollard & Associates
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ERISA Litigation and Company Stock: Supreme Court's Decision in Fifth Third v. Dudenhoeffer (PDF)
O'Melveny & Myers LLP, for American Benefits Council Aug. 10, 2014
18 pages. Presentation slides. "Consider appointing fiduciaries who are knowledgeable and capable, but not in a position to have access to inside financial or sensitive information.... Assuming employer stock is to be offered through the plan, consider making the investment in employer stock mandatory in the plan document and investment policy statement ... ESOP fiduciaries with inside information should consider obtaining legal counsel concerning their obligations under the securities laws.... Fiduciaries should engage in a prudent process to evaluate and document their decisions with respect to employer stock[.]"
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