Greenline Wealth Management
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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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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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Retirement Solutions Specialists
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Planners and Administrators (RPA)
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How a Fiduciary Answers the Individual Stocks vs. Mutual Fund Question
Fiduciary News; free registration required May 22, 2018
"[If] the investor possesses enough asset size, there's no need to continue riding the mutual fund bus. It's possible to switch to that chauffeured limousine known as a privately managed portfolio.... the need to move away from mutual funds becomes more acute in taxable account situations.... Many professionals use two numbers -- one which anything below it will remain in funds, the other which anything above it will be in individual stocks and bonds."
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