Nova 401(k) Associates |
Central Pension Fund of the IUOE |
Prime Pensions, Inc. |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Carpenter Morse Group |
Retirement Plan Legal Specialist Pentegra |
Retirement, LLC |
Central Pension Fund of the IUOE |
Bates & Company |
Trucker Huss, A Professional Corporation |
Retirement Plan Relationship Manager ERISA Services, Inc. |
DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Compass Retirement Consulting Group, Inc. |
United 401(k) Plans, Inc. |
Nicholas Pension Consultants |
Benefit Associates, Inc. |
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DOL Proposal Significantly Expands Fiduciary Adviser Rule Calfee, Halter & Griswold LLP ![]() [Guidance Overview] Apr. 27, 2015 "[P]roviding advice regarding distribution planning ... would be a fiduciary act under this proposal.... The increase in the number of advisers who would be considered fiduciaries, as well as the increase in the types of services considered fiduciary acts, would significantly expand the plan sponsor's responsibilities for reviewing and monitoring outside providers. Likewise, plan sponsors would have additional responsibilities associated with reviewing and negotiating agreements with advisers to ensure they comply with general ERISA requirements and any prohibited transaction exemptions the advisers intend to use." |
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