Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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The Fiduciary Process for Higher Education Institutions as Plan Sponsors
CAPTRUST Financial Advisors Oct. 30, 2015
"The largest shift in the management of college and university retirement plans over the past decade is the role of the institution. In the past, their role included salary reduction agreements and remittance processing. Today, plan fiduciaries face important decisions about the retirement programs they oversee.... These are complex topics. They are further complicated by their interrelated nature and the administrative constraints faced by plans with individual annuity contracts. The result can be paralyzing."
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