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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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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DOL Finalizes New Rules on Proxy Voting
October Three Consulting [Guidance Overview] Dec. 16, 2020 "The final rule generally follows the proposal but, in a number of places substitutes more general requirements for the proposal's more detailed ones. Highlights include elimination of the proposal's: [1] Requirement that voting/not voting a proxy be justified by a determination as to whether the matter to which the proxy related had 'an economic impact on the plan' that outweighed 'the costs of research and voting.' [2] Specific recordkeeping requirements justifying proxy-related decisions. [3] Requirement that proxy voting practices be reviewed every two years." |
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