Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Final EPCU Report: Hacienda Project
Internal Revenue Service [IRS] Feb. 20, 2015
"In addition to continuing our partnership with the Puerto Rico taxing authority, the Hacienda, we recommended clarifying the instructions for the Form 5500 series return to provide a more detailed explanation of the Puerto Rico related pension feature codes.... Some sponsors provided incomplete or inaccurate addresses on the Form 5500 series return. Sponsors must provide correct information since they file the return under penalties of perjury and subject to other penalties Some sponsors incorrectly selected code 2C instead of 3C. Pension feature code 2C describes the money purchase plan, a type of defined contribution plan."
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