July Business Services
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Regional Sales Director (West) July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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Greenline Wealth Management
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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 Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Economically Targeted Investments: DOL Guidance Leaves Many Questions Open
Calhoun Law Group, P.C. [Guidance Overview] Dec. 8, 2015 "In determining the risk and return ratio of an ETI versus another investment option, it is appropriate to consider risk factors specific to the industry (such as the prospect of legislation or litigation that might affect the value of stock in tobacco companies) ... Fiduciaries must consider the consequences to future retirees as well as current retirees. For example, they should take into account societal shifts that may affect investments over the long term, even if not in the short term." |
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