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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Top Issues (and Their Solutions) 401(k) Plan Sponsors Have with Education Providers
Fiduciary News; free registration required Sept. 20, 2022 "When the 401k plan blossomed in the 1980s, ... [p]lan sponsors understood they needed to offer an education program to their employees. What started as simple enrollment meetings quickly evolved into makeshift investment training.... If plan sponsors remain responsible for education, then they need to adopt audit and control procedures to ensure the program is executed properly." |
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