Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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Fringe Benefit Group
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Solutions Specialists
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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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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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Interesting Angles on the DOL's Fiduciary Rule, Part 22
FredReish.com Oct. 5, 2016 "Based on the wording of the new fiduciary rule, if a bank employee recommends that an IRA invest in a certificate of deposit, and is compensated directly or indirectly for that recommendation, it is a fiduciary act for compensation. (The bonus, or bonus credit, is the compensation.) Since the bank employee is being paid compensation that is not stated and level, the payment is a prohibited transaction." |
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