EPIC Retirement Plan Services |
RTD Financial Advisors |
Retirement, LLC |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Retirement, LLC |
EPIC: TPA/DPS |
Nicholas Pension Consultants |
Retirement Plan Legal Specialist Pentegra |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Administrator/Consultant (DC and DB) TPA Professionals |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Plumbers Local Union No. 1 Benefit Funds |
Retirement Plan Administrator – Senior Associate PBMares |
Farmer & Betts, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Pentegra |
Kentucky Trust Company |
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Acceleration of Benefits Following Nonqualified Benefit Plan Termination Did Not Give Rise to ERISA Claim Fulcrum Partners LLC ![]() Nov. 17, 2015 "[T]he 11th Circuit held that the termination of a nonqualified deferred compensation plan and acceleration of the participant's annuity benefits to a present value lump sum does not 'adversely affect' the participant's benefit.... The court dismissed [the participant's] claims finding that: ... [t]he tax impact is not an ERISA protected benefit; and [u]sing a discount rate to calculate the present value of a future benefit is not a reduction of benefits and therefore, does not 'adversely affect ... accrued benefits' in violation of the plan documents." [Taylor v. NCR Corp., No. 1:14-cv-2217-WSD (N.D. Ga. Sept. 23, 2015)] |
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