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Mergers & Acquisition Specialist Compass
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Anchor 3(16) Fiduciary Solutions
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Consultants
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Retirement Plan Administration Consultant Blue Ridge Associates
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Strongpoint Partners
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ESOP Administration Consultant Blue Ridge Associates
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July Business Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Managing Director - Operations, Benefits Daybright Financial
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Combo Retirement Plan Administrator Strongpoint Partners
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Managed Accounts and Investment Advice: What Fiduciaries Should Know
Kutak Rock LLP 
Oct. 16, 2025 "Recently, multiple lawsuits have been brought against large recordkeepers (e.g., TIAA, Empower, Fidelity) and other service providers that offer investment advice and managed account products to retirement plan participants. These lawsuits serve as a reminder that investment advice is fiduciary advice that plan fiduciaries must review and monitor regardless of how it is offered (in person, phone, computer program, website module)." MORE >> |
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