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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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Modern Portfolio Theory, the Prudent Investor Rule and Fiduciary Investing
The Prudent Investment Fiduciary Rules 
Oct. 12, 2021 "While most financial advisers are aware of the 'total portfolio' approach of MPT and the Rule, they are often unfamiliar with other key tenets of MPT and the Rule. Consequently, many financial advisers are unaware that their practices may be totally inconsistent with MPT and the Rule, leaving them exposed to liability for financial losses sustained by their clients." |
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