Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
Regional Vice President of Sales The Retirement Plan Company
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Compass
|
AimPoint Pension
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
ERISA Section 408(b)(2): Is That Still a Thing? (PDF)
Ferenczy Benefits Law Center, via Journal of Pension Benefits [Guidance Overview] Feb. 14, 2023 "If you [as a service provider] decide to continue to accept revenue sharing and either cannot obtain the reporting necessary to follow [steps described in this article] or do not want to spend the time or energy to do so, understand the risk that you are taking.... [U]nder no circumstances should you be providing services to retirement plans and their sponsors without a written service agreement.... [T]he ability to demonstrate clarity of the services you are providing, and the fees charged for those services goes a long way to meet the disclosure rules " |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |