Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Mercer Statement Before ERISA Advisory Council on Form 5500 and Its Use by Health/ Welfare Plans
Mercer Sept. 24, 2004
Excerpt: Mercer's Judy Bauserman and other benefits practitioners told a DOL ERISA Advisory Council working group that Form 5500 should be substantially revised to make it more user-friendly for health and welfare plan sponsors. 'The form appears to be designed for pension plans, and health and welfare plan sponsors ... must struggle to discern from pension-focused instructions what information the [DOL] is really seeking,' Bauserman said.
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