Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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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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Loan & Distribution Specialist AimPoint Pension
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The Best Interest Contract Exemption (PDF)
Ferenczy Benefits Law Center LLP [Guidance Overview] June 24, 2016
8 pages. "[C]ompliance with the BICE will not be easy....[C]ompliance involves not only the Advisor who is giving the advice to the plan or participant, but also the [Financial Institution], its Affiliates, and its Related Entities. The DOL has assured the retirement plan industry that it will be provided significant additional guidance before the BICE becomes effective." [This article published as a Supplement to The New Fiduciary Regs: A Practical Review.]
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