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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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New York City District Council of Carpenters Benefit Funds
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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New EPCU Project: Form 5500-EZ First Return Filer
Employee Plans Compliance Unit [EPCU], Internal Revenue Service [IRS] 
Mar. 23, 2015 "The Form 5500-EZ (or Form 5500-SF), which you marked as 'the first return filed for the plan', showed plan assets on the first day of the plan year greater than $250,000. The Employee Plans Compliance Unit (EPCU) wants to understand: [1] why you did not file a Form 5500-series return for the prior plan year, [2] whether you have corrected the situation, and [3] if our records reflect accurate information." |
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