Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Compass
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For Plan Sponsors: Six Steps to Comply with the New Conflict of Interest Rule (PDF)
Roland|Criss, via Journal of Compensation and Benefits Oct. 11, 2016
"Determine the investment advice needs of the plan's fiduciaries, participants, and beneficiaries.... Evaluate which of the plan's current vendors are investment advice providers as defined by the Rule.... Examine the vendors' service agreements with the plan.... Test whether vendors' credentials verify their compliance with the Rule.... Determine if each vendor's compensation is reasonable.... Document the steps taken in the compliance process."
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