Nicholas Pension Consultants
Compensation Strategies Group, Ltd.
Atlantic Pension Services Inc
ERISA Services, Inc.
Creative Pension Consultants, Inc.
The Retirement Plan Company (TRPC)/an ABG firm
Nova 401(k) Associates
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|Law and Background on Prohibited Transactions, Investment Advice, and Fiduciary Status with Respect to Retirement Plans, IRAs, HSAs and MSAs (PDF)|
Joint Committee on Taxation [JCT], U.S. Congress
Sept. 29, 2015
62 pages. "The Subcommittee on Oversight of the Committee on Ways and Means of the House of Representatives has scheduled a public hearing on September 30, 2015, on the [DOL's] proposed fiduciary rule. This document ... provides a description of present law relating to prohibited transactions, investment advice, and fiduciary status with respect to retirement plans and individual accounts and data relating to such plans and accounts." [JCX-131-15, Sept. 28, 2015]
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