Greenline Wealth Management
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Retirement Planners and Administrators (RPA)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Regional Sales Director (West) July Business Services
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July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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Great Lakes Pension Associates, Inc.
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Fringe Benefit Group
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July Business Services
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Retirement Solutions Specialists
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A Practical Guide for Selecting DC Plan Lifetime Income Options (PDF)
Groom Law Group Feb. 2, 2022 19 pages. "This paper is intended to provide plan sponsors and other fiduciaries with a practical guide to help in the selection of lifetime income investments. It first explains what it means to be a fiduciary and then discusses the fiduciary duties in the context of providing lifetime income options within DC plans. Although this paper primarily refers to ERISA and 401(k) plans, the general concepts and considerations apply equally to non‐ERISA DC plans, including church, 457, and 403(b) plans." |
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