Great Lakes Pension Associates, Inc.
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Retirement Solutions Specialists
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Pollard & Associates
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Retirement Planners and Administrators (RPA)
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Text of DOL Conflict of Interest FAQs: 408(b)(2) Disclosure Transition Period, Recommendations to Increase Contributions and Plan Participation (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Official Guidance] Aug. 4, 2017
"[Three] FAQs provide information on [1] a 'fiduciary status disclosure' issue under the [DOL's] ERISA section 408(b)(2) service provider disclosure regulation ... [2] whether recommendations to plan participants and IRA owners to contribute to or increase contributions to a plan or IRA constitute fiduciary investment advice under the Fiduciary Rule, and [3] whether recommendations to employers and other plan fiduciaries on plan design changes intended to increase plan participation and contribution rates constitute fiduciary investment advice under the Fiduciary Rule."
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