New York City District Council of Carpenters Benefit Funds
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Fringe Benefit Group
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Greenline Wealth Management
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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A Fiduciary Rule Guide for Advisors
Financial Planning Sept. 15, 2017
"The rule expands the 'investment advice fiduciary' definition under [ERISA] of 1974. If this sweeping regulation (1,023 pages in length) is not stopped outright, it will automatically elevate all financial professionals who work with retirement plans or provide retirement planning advice to the level of a fiduciary, bound legally and ethically to meet the standards of that status. While the new rules are likely to have at least some impact on all financial advisors, it is expected that those who work on commission, such as brokers and insurance agents, will be impacted the most."
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