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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Southern Pension Services
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Administration Consultant Blue Ridge Associates
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Retirement Relationship Manager MAP Retirement
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Regional Vice President, Sales MAP Retirement USA LLC
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MAP Retirement
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Managing Director - Operations, Benefits Daybright Financial
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DOL Fiduciary Rule: Summary and Anticipated Effects
Steptoe & Johnson LLP 
[Guidance Overview] Nov. 6, 2023 "Under the proposal, there does not need to be any agreement or understanding between the parties as to whether the recommendations are merely examples of choices available, education, or individualized advice. The definition is not likely to address the concerns of the industry or a reviewing court applying the reasoning of the Fifth Circuit.... [Amendments to PTE 84-24] seem destined to draw challenge from the insurance industry." MORE >> |
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