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Director, Strategic Accounts and Channel Development July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Daybright Financial
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Quantifying the Impartial Conduct Standards Under the DOL Fiduciary Rule
The Prudent Investment Adviser Rules
June 9, 2017 "While the 'misleading statements' standard is self-explanatory, it has been suggested that it will be left to the courts and attorneys to define the meaning of 'best interest' and 'reasonable compensation.' ... [J]ust as the courts look to the Restatement (Third) of Trusts to interpret fiduciary law, advisers and other investment fiduciaries can, and should, look to the Restatement for guidance as the interpretation of both terms." MORE >> |
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