Retirement, LLC |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
EPIC Retirement Plan Services |
EPIC: TPA/DPS |
Farmer & Betts, Inc. |
Nicholas Pension Consultants |
Retirement, LLC |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Plumbers Local Union No. 1 Benefit Funds |
Pentegra |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Retirement Plan Documents Specialist Loren D. Stark Company |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
Kentucky Trust Company |
Retirement Plan Administrator – Senior Associate PBMares |
Administrator/Consultant (DC and DB) TPA Professionals |
RTD Financial Advisors |
Pension Rights Center |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
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Impact of Updated Fiduciary Investment Advice Definition on Large Plans Kilpatrick Townsend ![]() [Guidance Overview] 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: [1] Valuation of hard-to-value assets ... [2] Investment education.... [3] Distributions and rollovers.... [4] Representations required for adverse party and swap transactions.... [5] Pension closeouts/annuitizations." |
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