AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Another Swing in DOL Position on Private Equity Investments
Seyfarth [Guidance Overview] Dec. 27, 2021 "The DOL is now emphasizing its concerns with adequate disclosure and valuation of private equity. It also stresses the importance of obtaining assistance from a qualified investment adviser where the responsible fiduciary does not have the skills, knowledge and experience to evaluate the prudence of the private equity component and the continual monitoring of such an investment." |
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