July Business Services
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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July Business Services
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Regional Sales Director (West) July Business Services
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Qualifying Longevity Annuity Contracts in Retirement Plans
Benefit Resources, Inc. Sept. 24, 2015
"There are currently only three companies providing QLACs, and they are currently products offered for IRAs only.... Due to the strict contribution limits, the premium payment history must be kept over the lifetime of the contract. One would hope that the provider would track this, but it may end up being the responsibility of the TPA to assist the Plan Sponsor in tracking payments."
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