Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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New York City District Council of Carpenters Benefit Funds
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Restructuring a Cross-Tested Plan, Part II
FIS Relius [Guidance Overview] Aug. 8, 2013
"If a plan is restructured into component plans, may each component plan be tested on a different basis (e.g., one component tested on a benefits basis [cross-tested] and the other component tested on an allocation basis)? ... If one component satisfies nondiscrimination on a benefits basis (cross-tested) and another component satisfied nondiscrimination on an allocation basis, may the plan limit the minimum gateway requirements to the cross-tested component? ... May a plan use restructuring for purposes of the minimum participation requirements (DB plans)?" [Editor's note: see also SunGard's later-issued article on this subject.]
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