Pollard & Associates
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Greenline Wealth Management
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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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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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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 Contribution Account Manager Nova 401(k) Associates
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Fringe Benefit Group
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Retirement Solutions Specialists
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Retirement Planners and Administrators (RPA)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Form 5500 Filing Reminder
PKF O'Connor Davies July 5, 2017
"[T]he filing date for Form 5500 for calendar year employee benefit plans -- July 31 -- is fast approaching.... [E]mployee assistance plans (EAPs) and wellness plans ... may be determined to be subject to the requirements of ERISA, including the reporting requirements. A review of the particular characteristics and operations of these types of arrangements may be warranted to ensure that the Form 5500 is timely filed and to eliminate the risk of significantly higher ERISA penalties associated with a delinquent Form 5500."
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