AimPoint Pension
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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What to Look for in an Annuity Search Firm
October Three Consulting Oct. 19, 2018
"Compare the size of the annuity search firm in relation to the size of the annuity placement.... Ensure honesty and transparency.... Request a comprehensive list of services.... Seek clarity on the timeline.... Gain a firm understanding of the quoted fee structure.... [R]eview sample documents for their efficacy, including copies of: Plan specifications; Financial due diligence on insurance companies; Engagement letter; [and] Timelines."
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