Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Documents Specialist Loren D. Stark Company |
Trucker Huss, A Professional Corporation |
Carpenter Morse Group |
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement, LLC |
RTD Financial Advisors |
Retirement Plan Legal Specialist Pentegra |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Bates & Company |
Pentegra |
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Guidelines for Guaranteed Income Touchpoints (PDF) The SPARK Institute ![]() Sept. 1, 2015 "The purpose of this standard is to provide a framework to map participant web recordkeeping systems to income product requirements, and to identify gaps necessary for developing solutions specific to their individual recordkeeping systems, desired experience and strategy. This process allows a recordkeeper to eliminate analysis for transactions and services not relevant to their web offering, eliminate, at their discretion, requirements not specific to the income product or products they want to offer, and provides a basic view of the remaining requirements." [Also see SPARK Guaranteed Income Touchpoints Tables (Excel spreadsheet).] |
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