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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Planners and Administrators (RPA)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Solutions Specialists
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Greenline Wealth Management
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Preparing for a Health and Welfare Plan DOL Audit (PDF)
Mary B. Andersen, in benefits magazine, published by the International Foundation of Employee Benefit Plans [IFEBP] 
Nov. 13, 2014 "What Should You Do First? Ask for More Time ... Identify Key Players ... Review the Data Request and Identify Sources of Information ... Gather all plan-related documents including policies, certificates, TPA contracts for administrative services such as claims processing, ERISA plan documents, amendments, summary of material modifications and summary plan descriptions. You may already have these documents in one file if you have a wrap plan ... Don't be afraid to say 'not applicable' but be prepared to explain the reason." |
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