Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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DOL Advisory Opinion Demonstrates Structure for Bundling Plans
Business of Benefits June 22, 2017 "[Although DOL Advisory Opinion AO 2017-01A] specifically opines on health plans, ... [it] matters much in the retirement market: it demonstrates that the scale we seek is not exclusively the purview of the MEP. Vendors have the ability to safely 'bundle administrative services' to the same effect of a MEP, provided that they have enough scale on their own to negotiate the sort of investment pricing and expert services which the market seeks. There are product designs which can facilitate these types of arrangements as well, such as insurance company pooled separate accounts and collective trust arrangements, if they are properly priced." |
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