Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Regional Sales Director (West) July Business Services
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Greenline Wealth Management
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July Business Services
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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July Business Services
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New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Great Lakes Pension Associates, Inc.
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EBSA Issues Regs -- and More -- on Fiduciary Definition and Duty (PDF)
Ascensus [Guidance Overview] Apr. 17, 2015 "With the objective of preventing conflicts of interest from influencing the advice given to plans, participants, beneficiaries and IRA owners -- while maintaining the availability of needed investment advice -- EBSA is creating new PTEs and amending several existing ones.... EBSA indicates that the centerpiece of these exemptions is intended to allow an advisor or firm (or both) substantial freedom in maintaining existing preferred compensation practices[.]" |
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