AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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New EPCU Project: Favorable Letter/Non-Filer Project
Internal Revenue Service [IRS] Mar. 11, 2016
"Why did I receive an EPCU Compliance Check Letter? [Answer:] Your sponsored plan received a Favorable Determination Letter (FDL) but a Form 5500 series return was not filed for your plan.... A review of Form 5500 series returns showed that there are plans that received a FDL but did not file a Form 5500 series return. Plans subject to ERISA are required to file an annual Form 5500 series return. Non-ERISA Plans covering a 100% business owner or one or more partners, and their spouses are required to file a Form 5500-EZ if their year-end assets are greater than $250,000."
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