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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Internal Channel Sales Team Lead July Business Services
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Stones River Consulting
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Daybright Financial
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Nova 401(k) Associates
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Quick Update on Final RMD Regs
TRI-AD 
[Guidance Overview] July 19, 2024 "Despite suggestions to the contrary, beneficiaries of individuals who have begun required annual distributions must continue these distributions. Except for spousal distributions, the account balance must still be fully distributed within 10 years of the individual's death." |
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