Nicholas Pension Consultants |
RTD Financial Advisors |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement, LLC |
Pension Rights Center |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement Plan Documents Specialist Loren D. Stark Company |
Plumbers Local Union No. 1 Benefit Funds |
Farmer & Betts, Inc. |
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement, LLC |
Retirement Plan Administrator – Senior Associate PBMares |
Retirement Plan Legal Specialist Pentegra |
Pentegra |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Kentucky Trust Company |
EPIC Retirement Plan Services |
EPIC: TPA/DPS |
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Best Interest Standard of Care for Advisors, Part 68: Compliance with PTE 2020-02 -- Factors to Evaluate for a Rollover Recommendation (Part 4) FredReish.com ![]() [Guidance Overview] Sept. 30, 2021 "When most people think of the plan data that a fiduciary needs to recommend a rollover, their thoughts automatically go to the 404a-5 disclosure form. However, ... the DOL explains that the required plan information is: the fees and expenses associated with both the plan, whether the employer pays for some or all of the plan's administrative expenses, the different levels of services and investments available under the plan." |
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