Fringe Benefit Group
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Great Lakes Pension Associates, Inc.
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Solutions Specialists
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Why Insurance Companies and Wall Street Should Not Be Permitted to Redefine the Term 'Best Interests'
Ron A. Rhoades, JD, CFP [Opinion] Feb. 5, 2018
"Lobbyists for the insurance industry and much of the securities industry ... want to be able to say they are acting in the 'best interests' of their customers ... [by] simply redefining the term, 'best interests.' ... The [SEC] is said to be also considering a 'best interests' standard ... [This] comment letter to the NAIC [cautions] that any use of the term 'best interests' to describe a standard of conduct should be reserved for the bona fide fiduciary standard."
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