Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Reducing the Risk of an Excessive Fee Lawsuit: Plan Committee Checklist
Euclid Specialty Managers Aug. 12, 2021 "The best defense is to reduce your chance of being targeted by: [1] offering only the lowest-cost institutional share class investments; [2] offering primarily index investment options, particularly for the target-date suite; [3] requiring the plan sponsor to pay all recordkeeping fees, or ensuring that plan recordkeeping fees are on a low, flat, per-participant structure that does not increase as plan assets grow; and [4] requiring a full RFP on a regular basis, but at least once every three years." |
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