Defined Contribution Account Manager Nova 401(k) Associates
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New York City District Council of Carpenters Benefit Funds
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Fringe Benefit Group
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Tailored Target Date Fund Strategies That Can Match Demographics May Enhance Control and Reduce Costs (PDF)
PIMCO Aug. 10, 2014
"More than two in three consultants promote or support custom solutions. Plans as small as $200 million will likely go custom in the coming years. 51% of consultants believe that there is not enough choice in the market, or plan demographics are too unique for off-the-shelf solution." [A chart titled "Target-Date Funds: Find Your Fit" compares custom and off-the-shelf funds; the article includes a checklist titled "Customization: Key Steps."]
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