Regional Sales Director (West) July Business Services
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Pollard & Associates
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July Business Services
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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July Business Services
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New York City District Council of Carpenters Benefit Funds
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Fringe Benefit Group
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Retirement Planners and Administrators (RPA)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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403(b) Sales Practices in Question
PlanPILOT Mar. 2, 2020 "When your vendor(s) and/or their competitors are being formally investigated, ... it is prudent to identify if and how the potential areas of concern could negatively affect your plan and your participants.... Conducting a participant survey can help you identify potential areas of weakness with your current vendor(s).... [M]any vendors do not offer fee reductions to their long-term clients, even as they are offering better pricing to their new clients." |
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