Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Compass Retirement Consulting Group, Inc. |
Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement Plan Legal Specialist Pentegra |
Pentegra |
Carpenter Morse Group |
Trucker Huss, A Professional Corporation |
Bates & Company |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement, LLC |
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EPCU Summary Report: Application of 403(b) Universal Availability Rule and Use of Plan Documents by Higher Education Institutions Internal Revenue Service [IRS] ![]() Sept. 1, 2015 "The purpose of the project was to educate plan sponsors on aspects of UA that higher education organizations may not understand, and to provide information regarding compliance with the new plan document requirements.... About 40% of the respondents reported one or more issues with possible future impact. The area with the largest possible future impact is the communication of the opportunity to begin regular elective deferrals, 48% of the entities did so only once at hire. In addition, only 30% communicated the opportunity to change regular elective deferrals only once at hire." |
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