Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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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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Loan & Distribution Specialist AimPoint Pension
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FAQs Provide Details on SBCs for 2014 (PDF)
McGraw Wentworth [Guidance Overview] May 24, 2013
"The government previously indicated that it would change the 2014 SBC to eliminate annual maximums on essential health benefits. However, it did not change the template. The FAQs indicate that the SBC should keep the question 'Is there an overall annual limit on what the plan pays.' The SBC answer column should say 'no.' For the second year of applicability, plans may, at their discretion, remove the row with the question regarding annual dollar maximums."
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