Compass
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Bates & Company, Inc.
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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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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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American Benefits Council Testimony to ERISA Advisory Council on Participant Plan Transfers and Consolidation for the Advancement of Lifetime Plan Participation
American Benefits Council [Opinion] June 10, 2016
"[P]otential solutions that [would] support the DOL's desire to achieve greater lifetime participation in employer DC plans [include:] [1] Modify fiduciary rule to broaden (or clarify) exception for employees of the employer (plan sponsor) ... [2] Create incentives for rollovers without a current determination letter ... [3] Encourage 401k plan sponsorship, including open-MEPs, rather than State-Run Auto IRAs."
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