Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Compass
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DOL Q&As on 'Small IRA Savers' and the Proposed Conflict of Interest Rule (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Guidance Overview] Sept. 10, 2015
"Who are small IRA savers? ... How do conflicts of interest impact low- and middle-income small savers? ... How do low- and middle-income small savers receive advice in the existing IRA market? ... Will small savers still be able to receive retirement and investment education under the new rule? ... Will the new rule prevent advisers from providing financial advice to small savers? ... How will small savers benefit from the new rule?"
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