Greenline Wealth Management
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Regional Sales Director (West) July Business Services
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July Business Services
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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Retirement Planners and Administrators (RPA)
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New Fiduciary Rule Provides More Protection for Rollover Advice
PenChecks [Guidance Overview] Oct. 13, 2020 "If an advisor satisfies the five-part test and is making a rollover recommendation in a fiduciary capacity, the advisor must utilize a prohibited transaction exemption in order to receive compensation such as commissions or 12b-1 fees. This exemption requires the advisor to acknowledge fiduciary status in writing, disclose any conflicts and fees, and make a determination that a rollover is in the participant's best interest." |
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