Largest independent provider of tax-advantaged savings and strategic technology partnerships.
Leading provider of nonqualified deferred compensation, institutional insurance solutions (BOLI/COLI), and consulting services.
Leading national TPA provider delivering retirement plan administration, fiduciary compliance, and actuarial and consulting services.
Self-directed IRA Custodian specializing in alternative investments, supporting a variety of retirement accounts.
The Department of Labor (DOL) has reopened the comment period for receiving written comments related to prohibited transaction class exemption 84-14 (the Proposed QPAM Amendment) to April 6, 2023. The DOL held a public hearing on November 17, 2022, at which time a supplementary comment period ran until January 6, 2023.
Details of the proposed amendment were previously announced.
