Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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If It Ain't Broke, Fix It as Needed: The DOL's Revised Fiduciary Rule and Exemptions Proposal (PDF)
Groom Law Group, via Bloomberg Tax [Guidance Overview] Aug. 11, 2020 "The Proposed Class Exemption represents a significant development in the retirement space, as it balances the financial interests of both retirement investors and financial institutions and investment professionals. For plan participants, the DOL has acknowledged and prioritized their financial interests in the context of rollovers to IRAs. For financial institutions, the DOL not only reemphasized the continued standing of the five-part test, but also clarified its application to rollover recommendations, in some ways marking a shift from its past views." |
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