Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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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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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Best Interest Standard of Care for Advisors, Part 79: Insurance Distribution Issues
FredReish.com [Guidance Overview] Feb. 3, 2022 "[M]any insurance companies have decided against using PTE 2020-02 primarily because of the requirement that the insurance companies accept fiduciary status for the recommendations. Instead, most insurance companies are relying on agents using PTE 84-24, and some are providing forms and educational materials to support that usage. Meanwhile, the DOL is working on a further expanded fiduciary definition and a more demanding PTE 84-24 that will increase the oversight responsibilities for covered recommendations by insurance agents." |
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