Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Pollard & Associates
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Retirement Solutions Specialists
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contribution Account Manager Nova 401(k) Associates
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Great Lakes Pension Associates, Inc.
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Greenline Wealth Management
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New York City District Council of Carpenters Benefit Funds
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Final EPCU Report: Form 1099R-72(t) Project
Internal Revenue Service [IRS] Feb. 20, 2015
"The majority of cases presented a valid exception to the 10% additional tax on early distributions or had timely rolled over the distribution. However, a substantial number of cases improperly noted an 'Other' exception to the 10% additional tax based on financial hardship alone resulting in amended return filings or referrals for additional review."
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