Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Blueprint for 401(k)/403(b) Investments and Litigation
The Prudent Investment Fiduciary Rules Nov. 29, 2021 "[An] investor and/or investment fiduciary simply has to answer two simple questions: [1] Does the actively managed fund provide a positive incremental return relative to a comparable index fund? [2] If so, does the actively managed fund's positive incremental return exceed the actively managed fund's incremental costs? If the answer to either of these questions is 'no,' then the actively managed fund is not a prudent investment choice relative to the benchmark index fund." |
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