Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contribution Account Manager Nova 401(k) Associates
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Pollard & Associates
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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July Business Services
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Regional Sales Director (West) July Business Services
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Great Lakes Pension Associates, Inc.
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July Business Services
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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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Fringe Benefit Group
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Greenline Wealth Management
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Retirement Solutions Specialists
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ESOP Releveraging
Blue Ridge ESOP Associates [Guidance Overview] Sept. 9, 2013 "[R]edemption and subsequent releveraging are solutions to fund required obligations and create new stock allocations. Plan sponsors should be aware of increased scrutiny by governmental agencies with respect to new ESOP transactions. It is probable that the reporting new indebtedness on the annual Form 5500 filing may trigger an audit. In the event of audit it is critical that the required documentation is in place including the updated valuation of the privately held company stock." |
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