TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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Fringe Benefit Group
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Regional Sales Director (West) July Business Services
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Greenline Wealth Management
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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July Business Services
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Retirement Solutions Specialists
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July Business Services
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Two Sides Take Opposing View on Proposed Conflict of Interest Regs
Financial Advisor Aug. 10, 2015
"The old standard, which does not require clients' interests to be the first consideration, is outdated and needs to be amended now, according to testimony given Monday by representatives of the Financial Planning Coalition ... At the same time, the Financial Services Roundtable (FSR) says the new rule is too complicated and will limit investors' access to financial advice. The FSR represents large financial services companies that provide banking, insurance and investment products and services."
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