Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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New York City District Council of Carpenters Benefit Funds
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Text of CMS FAQ: Annual Income Threshold Adjustment (PDF)
Centers for Medicare & Medicaid Services [CMS], U.S. Department of Health and Human Services [HHS] [Official Guidance] July 21, 2016
Undated and unnumbered document; published online July 21, 2016. "Annual household income data matching issues are currently created whenever an applicant's annual household income attestation is more than 10% less than the income data received from trusted data sources shows, or if no household income data is available from those sources.... HHS has determined that it is a reasonable threshold to generate an annual income data matching issue for a consumer if their attested income is more than 25% or $6,000 (whichever is greater) lower than data from our trusted data sources; we maintain the policy that a data matching issue is generated if no data is available from our trusted data sources. This threshold change ... will be in place in the FFM prior to the start of open enrollment for plan year 2017."
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