Loan & Distribution Specialist AimPoint Pension
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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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Understanding the Unwinding of DOL's Fiduciary Rule (PDF)
Groom Law Group, via Law360 [Guidance Overview] Sept. 13, 2018 "The status of service providers that make investment recommendations to plans or IRAs may change with the return to the five-part test of the 1975 regulation.... While regulation best interest largely tracks existing suitability requirements, it also incorporates several concepts raised by the DOL under the BIC exemption. Having said that, the SEC's effort provides an arguably reduced standard of care and maintains less extensive disclosure obligations than the BIC exemption." |
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