Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Pollard & Associates
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Solutions Specialists
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New York City District Council of Carpenters Benefit Funds
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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IRS Provides Guidance on Expanded In-Plan Roth Rollover Feature (PDF)
Prudential [Guidance Overview] July 24, 2014
"A primary concern for plan sponsors should be any source/fund limits imposed by the plan's recordkeeping system. Since rollovers of non-distributable amount require the preservation of protected benefits and payment restrictions, all contribution sources available for these rollovers will have to be duplicated, at a minimum. To track the five-year recapture period, it may be necessary to create new sources annually.... Plan sponsors should also consider how a proliferation of source/fund combinations could complicate reporting on participant statements."
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