AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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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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Loan & Distribution Specialist AimPoint Pension
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Interesting Angles on the DOL's Fiduciary Rule, Part 83
FredReish.com Mar. 16, 2018
"When will, or could, a recommendation of a higher-cost share class (and, therefore, a more expensive investment) satisfy the best interest standard of care (that is, the prudent person rule and the duty of loyalty)? What kind of disclosure of 12b-1 fees would be adequate under the fiduciary rule?"
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