EPIC: TPA/DPS |
Retirement Plan Documents Specialist Loren D. Stark Company |
Carpenter Morse Group |
Bates & Company |
Pentegra |
Administrator/Consultant (DC and DB) TPA Professionals |
Farmer & Betts, Inc. |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
RTD Financial Advisors |
Plumbers Local Union No. 1 Benefit Funds |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Trucker Huss, A Professional Corporation |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Nicholas Pension Consultants |
EPIC Retirement Plan Services |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement, LLC |
Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Kentucky Trust Company |
Retirement Plan Legal Specialist Pentegra |
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Another Fight Brewing If DOL Revives Fiduciary Rule InsuranceNewsNet.com ![]() June 17, 2021 "Broker-dealers and investment advisors would usually fall under PTE 2020-02. For insurance agents, the much-older PTE 84-24 would be the likely choice. But the DOL has said it will revisit the exemptions with an eye toward amending or eliminating them. And therein could lie the problem, especially when it comes to how compensation is defined and what compensation is covered under the exemptions." |
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