Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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An Action Plan for Employers Who Receive Exchange Notices (PDF)
Groom Law Group [Guidance Overview] July 22, 2016 "[N]otifications are sent to all employers of individuals who are found to be APTC-eligible -- including those employers that are not subject to employer shared responsibility because they have less than 50 full-time employees (including full-time equivalents).... Employers should also keep in mind that different Exchanges may be sending different notification forms, may have marginally different processes for employer appeals, and may provide different levels of detail regarding the employee.... [This article describes] several alternative action items for Employers who receive an Exchange Notice -- along with the pros and cons of using each approach[.]" |
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