TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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New York City District Council of Carpenters Benefit Funds
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Greenline Wealth Management
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Fringe Benefit Group
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Retirement Planners and Administrators (RPA)
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IRS Chart of Rollover-Eligible Retirement Plans and IRA Combinations, Updated November 2014 (PDF)
Internal Revenue Service [IRS] [Guidance Overview] Nov. 19, 2014
BenefitsLink came across this handy unofficial chart on the IRS web site. It's a one-page summary in the form of a table, listing the eight kinds of plans and IRAs that can make rollover-eligible distributions, and the corresponding eight kinds of plans and IRAs into which those distributions can (or cannot) be rolled over. Updated Nov. 17, 2014, to reflect revised rollover rules.
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