Lifer

The d Less than 50 participants. They do have a funding deficiency, but sufficient assets to pay benefits with a majority owner waiver.

A client of ours filed a Form 10 with the PBGC because of a failure to meet a MRC. Basically, the client opened 2 new locations and is having a cash flow issue, but intends to make up the minimum within the next year. The client has provided all required items on the form 10 including financial information for the company. The PBGC representative is now asking for personal tax returns for the owners of the company. Have you ran across this? What was your response? My assumption is this may be an overzealous new employee, but any input would be appreciated.

Are there brokers that specialize in the sale of TPA Firms? If so, who are they? Thanks in advance for your help.

We are looking for a good compensation survey that aligns with our administration process. Our administrators are responsible for the following. Please let me know if you have any suggestions on where to find an appropriate compensation survey. We are looking for good data not necessarily something inexpensive or free. Thanks in advance for your help. DC and DB testing (including combos), administration, 5500's Trust Accounting Sponsor/Producer Relationship Distribution Issues Knowledge of Life Insurance w/ in plans Plan Design Consulting

Does anyone have any recent updates on reasonable cause letters? Formerly, it seemed they were pretty lenient on these, but since the implementation of E-Fast my thought is they have been less forgiving. Please let me know your experience. Thank you.