Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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401(k) Advisors Must Educate Plan Sponsors on Two Numbers
401K Specialist Sept. 28, 2016
"In an effort to deal with their enhanced responsibilities in as painless a way as possible, some plan advisors are considering outsourcing certain responsibilities to service providers who can act as 3(21) and 3(38) fiduciaries. In order to choose the best solution for their plans, advisors must educate sponsors first so they understand the difference between being a fiduciary under 3(21) or 3(38)."
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