Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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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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Fringe Benefit Group
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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Retirement Solutions Specialists
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Year-End Regulatory Relief for Investment Advisors: DOL Further Delays Enforcement of PTE 2020-02
Bradley [Guidance Overview] Oct. 27, 2021 "Citing practical difficulties caused by the year-end timing, the DOL has extended its non-enforcement policy for compliance with PTE 2020-02 to January 31, 2022, for all requirements other than the specific documentation and disclosure requirements for rollover recommendations. For the documentation and disclosures for rollovers, the non-enforcement policy has been extended to June 30, 2022." |
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