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SS Integration - Q'ly Statements


austin3515
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As an added note, Bob Doyle with the EBSA mentioned in his testimony about whether or not their should be differences between the permitted disparity language for DB plans vs. DC plans.

This past week at the Relius Users conference, Craig Hoffman said that he has been told "informally" that the permitted disparity language is not intended to apply to DC plans. Not sure on when formal guidance would be released.

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070
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If you're going to be on the losing side of an argument, it's not bad to be standing alone with Craig Hoffman (and Bird too, I think)! I forgot to mention that at the ASPPA Northeast Benefits Conference he publicly requested that the DOL clarify that the disclosures applied only to DB plans.

Austin Powers, CPA, QPA, ERPA

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If you're going to be on the losing side of an argument, it's not bad to be standing alone with Craig Hoffman (and Bird too, I think)! I forgot to mention that at the ASPPA Northeast Benefits Conference he publicly requested that the DOL clarify that the disclosures applied only to DB plans.

Yea, but I don't like him well enough to share a jail cell with him!!

:lol:

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070
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