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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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Return of Premium Refunds to Plan Sponsor Was Not Permitted Employer Reversion
Wolters Kluwer Law & Business Oct. 1, 2012 "After determining that the refunds and earnings were due to a 'mistake in fact,' the IRS ruled that the amounts could not be returned to the successor sponsor in accordance with the plan provisions and ERISA Section 403(c)(2)(A). The amounts stemmed from contributions made more than a year before the date of this letter ruling." |
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