AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Interesting Angles on the DOL's Fiduciary Rule, Part 24
FredReish.com [Guidance Overview] Oct. 21, 2016 "[The DOL] says that it is permissible to pay differential compensation among reasonably designed investment categories, so long as the differences are based on neutral factors.... The key to understanding these concepts is to realize that the 'neutral factors' differential compensation is not a dollar amount. Instead, it is a ratio established, for both the first and each subsequent year, between the different categories of investments." |
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