Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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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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Planning Proper Fee Payments (PDF)
Ferenczy Benefits Law Center LLP Sept. 4, 2014
"Every service provider to the plan that takes funds out of the plan automatically should have a written procedure (agreed to by the plan fiduciary) under which the plan fiduciary has time to review the bill, that the passage of that time without objection is deemed to be approval by the fiduciary of the bill for payment by the plan, and that an automatic transfer of funds occurs only after that time has expired without objection. A procedure for resolving disputes is also a good thing."
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