Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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July Business Services
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July Business Services
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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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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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Regional Sales Director (West) July Business Services
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Greenline Wealth Management
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Retirement Solutions Specialists
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PPA Compliance and Investment Reviews Offer 403(b) Plan New Options
Milliman Dec. 21, 2009
Excerpt: A large regional healthcare client requested a full compliance and investment review of its 403(b) plan to ensure it was prepared for the implementation of the final 403(b) regulations. The regulations imposed a number of new requirements on sponsors of 403(b) plans. The most significant requirement was that all 403(b) plans be in writing, which was a huge change for sponsors who had limited involvement in the operations of the plan.
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