Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Beefing Up Advice Options for Workplace Retirement Plans
The Fiscal Times Sept. 25, 2015 "[Managed account advisers] can answer questions that go beyond asset allocation -- everything from Social Security claiming strategies to advice about drawing down funds. [They] can even do some hand-holding when markets take a nosedive.... Eighty-six percent of plan sponsors pick TDFs as their default option for participants who do not make investment elections on their own ... [M]anaged account services make up just 3 percent of default plan sponsor choices." |
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