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Nova 401(k) Associates
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Defined Benefit Specialist II or III Nova 401(k) Associates
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Merkley Retirement Consultants
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July Business Services
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BPAS
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EPIC RPS
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DWC ERISA Consultants LLC
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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Compensation Strategies Group, Ltd.
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Update to the Qualified Professional Asset Manager Exemption (QPAM)
Winstead PC 
[Guidance Overview] Sept. 30, 2024 "QPAMs must now maintain records demonstrating compliance with the Exemption for six years from the date of any transaction relying on the Exemption and must make these records available to various regulatory agencies and certain benefit plan fiduciaries, contributing employers, and plan participants upon request." MORE >> |
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