Retirement Solutions Specialists
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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New York City District Council of Carpenters Benefit Funds
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Fringe Benefit Group
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Greenline Wealth Management
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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New Deadline for Puerto Rico Reduced Taxation on Retirement Funds (PDF)
Buck [Guidance Overview] Apr. 21, 2015
"Puerto Rico's Tax System Adjustment Act allowed participants and beneficiaries of retirement plans to pay tax at special rates on their plan benefits during a limited time ... To take advantage of this opportunity, participants and beneficiaries had to either receive a distribution from the plan or pre-pay tax on their plan benefit during that window.... On March 30, 2015, Puerto Rico ... [extended] the end of the window for taking advantage of the special tax rates until April 30, 2015."
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