Compass
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
AimPoint Pension
|
Regional Vice President of Sales The Retirement Plan Company
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Leveraging Technology Ahead of the Fiduciary Rule in 2017
planadviser Dec. 27, 2016
"To make tasks simpler, firms this past year have unleashed a wave of new tools, platforms and services to help advisers remain compliant ahead of the rule. These products help with various tasks including evaluating fund lineups, reexamining compensation practices, and documenting all these efforts to ensure proper disclosure and the mitigation of any conflicts of interest."
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |