TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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July Business Services
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Greenline Wealth Management
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Pollard & Associates
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Regional Sales Director (West) July Business Services
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New York City District Council of Carpenters Benefit Funds
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Fringe Benefit Group
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July Business Services
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Retirement Planners and Administrators (RPA)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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IRS' Delay in Implementing Mortality Tables Affects Pension Decisions
Chief Investment Officer [CIO] June 15, 2017 "Premiums due to the PBGC may rise dramatically for certain plans, because a lower funded status also means higher PBGC premiums. Lump-sum distributions may become key topics of discussion and decision-making. Paying out benefits while the plan is underfunded results in a lower funded status in percentage terms ... [P]ension plan sponsors whose IRS funded status is just above the key threshold levels of 80% or 60% should examine whether the mortality table implementation would cause a violation of these levels, resulting in additional restrictions on the plan." |
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