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Independent Retirement
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Regional Sales Director-Heartland July Business Services
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Nova 401(k) Associates
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Spectrum Pension Consultants (part of Daybright Financial)
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EPIC RPS
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Relationship Manager – Defined Contributions Daybright Financial
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Director of Regulatory Operations and Compliance PCS Retirement
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Stones River Consulting
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Are You a Fiduciary? the New Definition of an Investment Advice Fiduciary
Bond, Schoeneck & King 
[Guidance Overview] June 12, 2024 "This memorandum addresses the definition of an 'investment advice fiduciary' under ERISA, the USDOL's official interpretation of the definition from 1975 through 2024, the policies underlying the USDOL's transition to the new Retirement Security Rule, the requirements of the rule, and the impact thereof on businesses, investors, and plan sponsors. The memorandum also examines the Retirement Security Rule's chance of survival in the face of current legal challenges." |
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