The cover story of the Spring issue of NAPA Net the Magazine highlights
the Top 75 DC Wholesalers and what to expect in the future in our
ever-changing, dynamic industry that, for better or worse, is getting
tons of attention. We’re all going to be judged on participant outcomes —
and wholesalers will play an integral part. The list linked below.
http://www.napa-net.org/2014-top-wholesalers/
Somehow or another, I'm proud to say that I made this list! When broken down into the sub-category of Recordkeeping wholesalers, it is a Top 25 distinction. Needless to say, I feel honored and grateful to anyone who felt strongly enough about my service to vote for me.
Thank you - Jason
A forum to discuss all issues pertaining to qualified retirement plans; including 401(k), profit sharing, defined contribution, defined benefit and employee benefits. Included will be fiduciary responsibility and liability, ERISA Sections 3(21) and 3(38), Fee Disclosure, fiduciary delegation, discretionary trustees, participant education, plan governance, Defined Goal investing, mutual funds, collective funds (CIFs), ETFs, Asset Allocation Models, Target Date/Risk and glide paths.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment