Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Fringe Benefit Group
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Retirement Solutions Specialists
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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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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Pollard & Associates
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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SEC Considers New Annuity and Life Insurance Summary Disclosures
planadviser Nov. 2, 2018
"SEC Chairman Jay Clayton says ... investors have emphasized their preference for clear and concise disclosure written in plain English.... According to Clayton, the summary documents 'would be a concise, reader-friendly summary of key facts about the contract.' More detailed information about the contract would have to be made available online, and an investor also could choose to have that information delivered in paper or electronic format at no charge."
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