Retirement Solutions Specialists
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Fringe Benefit Group
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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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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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Managing Critical 403(b) Issues Through Proper Allocation of 3(16) and 3(21) Fiduciary Responsibility
Business of Benefits Mar. 20, 2017
"[T]he complex nature of handling 403(b) plans -- and, in particular, the unique manner in which the fiduciary rules apply to them -- make these plans uniquely suited to customized fiduciary services.... Allocated fiduciary services are especially critical in the growing movement toward 403(b) MEPs, both of the ERISA and non-ERISA types. It takes a special expertise to manage the 'legacy' contract issues in a coordinated and meaningful way [among] a significant number of employers between which employees can often transfer."
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