Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Form 5500 Relief for Pre-2009 403(b) Contracts Explained
FIS Relius [Guidance Overview] Feb. 24, 2010
Excerpt: An employer need not include financial information for a pre-2009 contract on Form 5500 (including a Schedule H or I) and need not count a participant whose sole plan investments are pre-2009 contracts and who is not currently eligible to defer.
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