Hochheiser Deutsch & Co, Inc.
EPIC Retirement Plan Services
Farmer & Betts, Inc.
Nicholas Pension Consultants
Plumbers Local Union No. 1 Benefit Funds
Loren D. Stark Company
Retirement Industry Trust Association (RITA)
Kentucky Trust Company
RTD Financial Advisors
Pension Rights Center
Retirement Plan Consultants
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|Impact of Updated Fiduciary Investment Advice Definition on Large Plans|
May 5, 2015
"The most fundamental effects of the Proposed Regulations will be on small plans (i.e., fewer than 100 participants) and IRAs, as well as their investment advisers, consultants or other service providers. However, the Proposed Regulations will also impact the landscape for large retirement plans in various ways, including:  Valuation of hard-to-value assets ...  Investment education....  Distributions and rollovers....  Representations required for adverse party and swap transactions....  Pension closeouts/annuitizations."
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