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Daybright Financial
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Nova 401(k) Associates
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Relationship Manager – Defined Contributions Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Director, Strategic Accounts and Channel Development July Business Services
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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Regional Sales Director-Mid Atlantic July Business Services
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Proposed Tax-Exempt Entity Rules Bring Relief for Retirement Plan Investments
Eversheds Sutherland in Bloomberg 
May 15, 2020 "Proposed rules on on tax-exempt entity unrelated business taxable income bring some welcome relief to most retirement plan investments. Under the proposed rules, ... tax-qualified retirement plans that are engaging in typical passive investment partnership activities won't be subject to separate reporting requirements created by the 2017 tax law." |
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