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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Mergers & Acquisition Specialist Compass
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Combo Retirement Plan Administrator Strongpoint Partners
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ESOP Administration Consultant Blue Ridge Associates
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Managing Director - Operations, Benefits Daybright Financial
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Game Changer, Revisited: The Final Conflict of Interest Rules (PDF)
Pentegra Retirement Services
[Guidance Overview] Apr. 8, 2016
15 pages. "[C]ertain key ramifications suggest themselves. [1] Forced conversion to fiduciary status ... [2] The 'ERISA-fication' of IRAs ... [3] A new paradigm for rollovers ... [4] Migration to fee-based service ... [5]New Compliance Infrastructure."
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