Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Interesting Angles on the DOL's Fiduciary Rule, Part 61
FredReish.com [Guidance Overview] Sept. 12, 2017 "The best interest standard requires that an advisor obtain the information that is relevant to making a prudent and loyal recommendation about a distribution. The [DOL] has said that, at the least, that includes the services, investments, and fees and expenses in both the plan and the IRA.... The information about the services, investments, and fees and expenses in the plan is the most difficult to obtain. Fortunately, that information can be found in the participant's plan disclosure statements. Additional important information is in the participant's quarterly statements. But, what if the participant can't locate the information?" |
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