Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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July Business Services
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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Greenline Wealth Management
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Regional Sales Director (West) July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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July Business Services
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Treasury Proposes Change in Cross-Testing Rules
FIS Relius [Guidance Overview] Feb. 4, 2016
"The proposed regulation provides that a rate group cannot pass the average benefit test unless 'The formula that is used to determine the allocation for the HCE with respect to whom the rate group is established applies to a group of employees that satisfies the reasonable classification requirement of section 1.410(b)-4(b).' Passing the ratio percentage in rate group testing a cross-tested plan frequently will require most contributions to one or more NHCE participants."
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