Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Hall County Government
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Death by Paperwork? ESG Investing Probe Hints at Onerous Pile-On
Cohen Milstein July 3, 2020 "A series of form letters sent to retirement plans hints at how the [DOL] may enforce a new requirement that sponsors justify socially conscious investments. One such letter ... presses plan administrators to provide 13 types of supporting documents, including: the names, addresses, and duties of those responsible for making investment decisions, proxy voting policies, and myriad financial statements associated with the plan design." |
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