Join me as I chat with Eddie Griffin, AIF about July Business Services and how Advisors should POP! to succes in the qualified plan space. Eddie is the NE Regional Consultant for July Business Services and a long time supporter of The 401k Study Group®. July Business Services is a national retirement plan services firm providing independent, high quality services and solutions to investment advisors, employers, and plan participants. Our strength derives from many years of hands-on experience and from our customer-first approach to helping our clients meet their goals. We believe that through the basics of honesty, loyalty, integrity, and the building-up of others, we will create long-term partnerships.
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Portland, Oregon (PRWEB) May 27, 2014 — ShoeFitts Marketing president and celebrated global speaker Sheri Fitts will decode the secrets to creating an emotionally relevant brand for financial life planners at the Money Quotient Retreat in September.
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MassMutual is Found to be a Fiduciary in ERISA Suit by Proposed Class of Client Plans – Fiduciary Matters Blog
On May 20, 2014, in a long running lawsuit brought by a proposed class of client defined contribution plans, MassMutual Life Insurance Company has been found to be a functional fiduciary under ERISA § 3(21)(i) and (iii) when it determines its own compensation for services provided in the MassMutual Separate Investment Accounts (“SIAs”) it offers through Group Annuity Contracts …
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