TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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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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Retirement Solutions Specialists
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Defined Contribution Account Manager Nova 401(k) Associates
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Fringe Benefit Group
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Interesting Angles on the DOL's Fiduciary Rule, Part 33
FredReish.com Jan. 13, 2017 "[If] a representative of a broker dealer or an RIA prudently recommends a distribution and IRA rollover (satisfying the Level Fee Fiduciary conditions), the IRA may be invested using [a] discretionary investment manager. Note, though, that the discretionary investment management must be provided by a 'pure' Level Fee Fiduciary. That means that neither the adviser, the supervisory entity (e.g., the broker dealer or RIA firm), or any affiliated or related party can receive any compensation in addition to the level fee." |
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