Senior Specialist 401k Recordkeeping T Bank N.A.
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Great Lakes Pension Associates, Inc.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Solutions Specialists
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Fringe Benefit Group
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Pollard & Associates
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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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2015 Planning for ERISA Single-Employer DB Plan Operations (PDF)
Buck Nov. 16, 2014
9 pages. "Implement benefit restrictions if funding shortfall or top 25 highly compensated employees rules apply.... Get set to trigger automatic payments.... Remind participants of any opportunity to name beneficiaries.... File Form 8955-SSA electronically.... Address foreign asset reporting obligations.... Evaluate the need for plan amendments -- and deadlines.... Make sure your summary plan description matches your plan document.... Evaluate funding trends.... Consider mortality and other assumptions.... Map investments to liabilities or 'de-risk.' "
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