Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Greenline Wealth Management
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Fringe Benefit Group
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SEC Proposes 'Regulation Best Interest' Rule Package, Including New Disclosure Form and Investment Adviser Conduct Interpretation
DLA Piper [Guidance Overview] Apr. 25, 2018 "Divided into three primary parts, the rule and guidance package would, among other things: [1] establish a best interest standard for broker-dealers; [2] create a mandatory disclosure form summarizing brokers' and investment advisers' relationships with their clients; and [3] offer a new official interpretation affirming and clarifying the standard of conduct for investment advisers. The proposals would also restrict brokers from using the titles 'advisor' or 'adviser' in certain contexts and/or communications." |
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