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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Fringe Benefit Group
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Retirement Solutions Specialists
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Pollard & 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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Great Lakes Pension Associates, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Selecting and Monitoring Target Date Funds
Retirement Management Services, LLC 
Jan. 8, 2019 "Things [for plan fiduciaries] to consider are: [1] How well does the TDF's characteristics align with the ages and expected retirement dates of the plan participants? [2] What are the principal strategies and risks of the fund? [3] Have there been any changes to the investment strategy or management team since the fund was initially chosen? [4] What is the glide path? [5] What are the fees and expenses, including sales loads?" |
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