Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Game Changer: A First Look at the DOL's 2015 Conflict of Interest Proposal (PDF)
National Association of Plan Advisors [NAPA] [Guidance Overview] Apr. 15, 2015
11 pages. "This is an ambitious proposal that makes a genuine attempt to eliminate or mitigate the effects of conflicts of interest in ALL retirement plans, including IRAs. It is too soon to tell if the proposal, in its current form, will actually accomplish this goal, or what t he intended and unintended consequences might be ... We in the retirement industry now have the obligation to find the flaws and unintended consequences in the proposal and work with our partners in government to achieve a final regulation and/or effective legislative alternatives that truly serve the country's best interests. The purpose of this article is to provide a technical, 'first glance' overview of the proposal and some early thoughts about possible ramifications."
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