Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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PCORI Fees Due by July 31, 2014
Clifton Budd & DeMaria, LLP [Guidance Overview] July 17, 2014
"Plan sponsors and insurers should use IRS Form 720, Quarterly Federal Excise Tax Return, to report and pay PCORI fees. Although Form 720 is a quarterly filing, if there are no other excise taxes due, Form 720 is only required to be filed once a year. If there are other liabilities due for the second quarter of 2014, such liabilities and the PCORI fees should be filed on the same form. Form 720 may be filed electronically or manually."
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