Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Nova 401(k) Associates |
Compass Retirement Consulting Group, Inc. |
Bates & Company |
Central Pension Fund of the IUOE |
Pentegra |
Retirement Plan Legal Specialist Pentegra |
Carpenter Morse Group |
United 401(k) Plans, Inc. |
Central Pension Fund of the IUOE |
Retirement, LLC |
Trucker Huss, A Professional Corporation |
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Nine in Ten Consumers Believe Their Financial Advisor Puts Their Interests First LIMRA ![]() June 11, 2015 "Overall study results showed only 43 percent of defined contribution plan participants discussed the advantages and disadvantages of potential rollover actions with someone.... [P]articipants who regularly work with financial advisors are more likely to have discussed the advantages and disadvantages of potential rollover actions than those who do not work with a financial advisor (60 percent vs. 30 percent).... [W]hen working with a financial advisor to make the decision to roll the money into an IRA, 3 in 4 participants report that they continue to work with this advisor. This implies that the rollover transaction is usually not a one-time interaction but is instead undertaken in the context of a long-term relationship." |
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