Defined Contribution Account Manager Nova 401(k) Associates
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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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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Greenline Wealth Management
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Pollard & Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Great Lakes Pension Associates, Inc.
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Fringe Benefit Group
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Retirement Solutions Specialists
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Can 403(b) Plans Now Invest in Collective Investment Trusts?
Cammack Retirement Group Sept. 7, 2017
"So why did [the University of California system] decide that it was okay to add CITs to its 403(b) plan? According to [a recent article], the university obtained a private letter ruling from the IRS which is alleged to provide a specific exemption to Cal ... The problem is, no such private letter ruling [can be located by this author], and Cal would not provide a copy of the ruling to the article's author. However, one clue as to what the private letter ruling might contain is the statement in the article that the ruling was 'not recent.' "
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