Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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California Mapping New Path for Secure Choice
Bloomberg BNA Mar. 2, 2017
"Members of the Secure Choice Retirement Savings Board said existing provisions of [ERISA] could make retirement accounts exempt from the act if Congress passes H.J. Res. 66. The measure would repeal [DOL] regulations that explicitly exempted Secure Choice and similar programs in other states from ERISA.... Board members said they would be on solid ground if they rely on a safe harbor dating to 1975 that exempts employers from ERISA's fiduciary requirements if they provide an individual retirement account to employees."
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