Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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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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Reducing the Number of 401(k) Recordkeeper Partners Poses Challenge for Plan Advisers
InvestmentNews; subscription may be required Aug. 1, 2019 "While consolidating their provider roster makes sense, the reality is that few advisers are taking major steps in that direction for practical reasons, and even fewer record keepers are focused on helping. Robos like Vestwell are betting on this trend by trying to facilitate consolidation, but traditional plan advisers are slow to adopt new providers." |
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