Senior Specialist 401k Recordkeeping T Bank N.A.
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Great Lakes Pension Associates, Inc.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Solutions Specialists
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Fringe Benefit Group
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Pollard & Associates
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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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Survey of Plan Sponsors Provides Insights for Plan Advisors
Fidelity Investments Aug. 17, 2016
"Plan sponsors that proactively manage plans will change advisors if their needs are not being met. The No. 1 reason for plan sponsors to make a change is the need for a more knowledgeable advisor.... The top three reasons plan sponsors began using an advisor: [1] Concerned about fiduciary duties: 38%. [2] Needed help with plan investments: 32%. [3] Needed a better understanding of how well the plan is working for participants: 20%."
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