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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Compass
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Anchor 3(16) Fiduciary Solutions
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Mergers & Acquisition Specialist Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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BPAS
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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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Costs, Correlations and Prudent Fiduciary Investing
The Prudent Investment Fiduciary Rules 
[Opinion] Sept. 2, 2021 "Financial advisers and actively managed mutual funds do not like to talk about the costs associates with their funds. Research has consistently shown that the overwhelming majority of actively managed are not cost efficient.... Financial advisers and actively managed funds also do not like to discuss the relationship between a fund's implicit expense ratio and its correlation of returns with comparable index funds." |
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