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
The Investor Revolution: A 'Best Interests' Checklist for Investors and Fiduciaries
The Prudent Investment Adviser Rules May 30, 2017 "[In] too many cases financial advisers are not meeting their 'best interests' obligations to their customers, both individual investors and pension plan sponsors.... An example using two of the mutual funds in [one 401(k)] plan will hopefully point out the challenges investors and plan sponsors face in assessing the prudence of an actively managed mutual fund." |
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). |