Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Medical Loss Ratio Rules Impact Employers with Fully Insured Health Plans
Quarles & Brady LLP [Guidance Overview] Dec. 11, 2011 The rebate raises other concerns for employers. For example, if an employer receives the rebate, the rebate may be a 'plan asset' that should be held in trust. DOL Technical Release 2011-04 provides relief from the trust requirement, but only if the rebate is used within three months of the employer receiving the rebate. Employers will likely want to closely monitor this three-month 'window' to ensure the funds are used in that time. |
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