Retirement Solutions Specialists
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New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Fringe Benefit Group
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Greenline Wealth Management
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ICI Comment Letter to IRS on SIMPLE IRA Guidance (PDF)
Investment Company Institute [ICI] [Opinion] Dec. 19, 2012 "[ICI suggests] eliminating the requirement to attach or otherwise include the financial institution's procedures for withdrawal and transfer on the form and summary description. Instead, guidance could state that the financial institution must identify on the form where procedures for withdrawal and transfer can be located.... [T]he IRS should reconsider the requirement for each financial institution to provide the employer with the summary description ... [ICI requests] guidance clarifying the circumstances under which a financial institution could stop sending annual summary descriptions." |
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