Central Pension Fund of the IUOE |
United 401(k) Plans, Inc. |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Retirement, LLC |
Compass Retirement Consulting Group, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Carpenter Morse Group |
Nicholas Pension Consultants |
Pentegra |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Central Pension Fund of the IUOE |
Retirement Plan Legal Specialist Pentegra |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Trucker Huss, A Professional Corporation |
Retirement Plan Documents Specialist Loren D. Stark Company |
Bates & Company |
Nova 401(k) Associates |
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EPCU Project: Terminated Plans with Outstanding Participant Loans Internal Revenue Service [IRS] ![]() Sept. 1, 2015 "The EPCU is attempting to determine if outstanding loan balances at the time all plan assets were distributed were treated properly for income tax purposes.... Responses to a questionnaire will be used to determine: [1] identities of participants, beneficiaries and alternate payees who had unpaid loan balances at the time all the plan assets were distributed; [2] amounts of the unpaid loan balances for each of these participants, beneficiaries and alternate payees; and [3] total distributions received by these participants, beneficiaries and alternate payees. The EPCU will analyze the responses and corresponding Forms 1099-R." |
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