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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Retirement Solutions Specialists
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Retirement Planners and Administrators (RPA)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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EPCU Summary Report: Reporting of 4979 Excise Tax by 401(k) Plans Using Form 5330
Internal Revenue Service [IRS] 
Sept. 1, 2015
"The goal of this project was to verify nondiscrimination compliance was met by requesting and reviewing information to: [1] Determine the plan provisions properly allowed and adopted a 401(k) as part of a CODA. [2] Determine compliance with IRC Section 401(k)(11) for SIMPLE 401(k) plans. [3] Determine compliance with IRC Section 401(k)(12) for Safe Harbor plans. [4] Verify corrective measures were taken to satisfy ADP or ACP tests and any applicable 1099-Rs were issued. [5] Verify reporting and the accuracy of calculations used to determine the amount of excise tax asserted under IRC Section 4979, requesting corrections when errors were identified."
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