Greenline Wealth Management
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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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Pollard & Associates
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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 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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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Planners and Administrators (RPA)
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IRS Clarifies Section 409A Calculation of Grandfathered Amount in Non-Account Balance Plans
Deloitte via BenefitsLink.com [Guidance Overview] Oct. 9, 2008
Excerpt: For taxable years after December 31, 2004, the grandfathered amount may increase based on 'reasonable actuarial assumptions.' Reasonable assumptions used under the plan as of December 31, 2004 – or assumptions used under a qualified plan whose benefits are part of the benefit formula of the plan – are presumed reasonable for purposes of determining the post-2004 grandfathered amount.
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