Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Regional Sales Director (West) July Business Services
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Greenline Wealth Management
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July Business Services
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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July Business Services
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New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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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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Separately Managed 401(k) Accounts Pose Risks to Plan Sponsors, But Certain Steps Can Reduce Liability
Fiduciary News; free registration required May 30, 2018
"Employees who can best take advantage of separately managed accounts generally are near retirement and have in excess of $500,000 in retirement assets.... [S]electing and monitoring individual investment advisers for separately managed accounts should be undertaken in the same manner plan sponsors address all their fiduciary functions.... [P]lan sponsors can reduce their liability by placing the bulk of this selection process on the shoulders of the employees."
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