Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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The IRS Has a 403(b) MEP Problem
Business of Benefits Mar. 21, 2018
"[T]here are a lot of moving pieces in a 403(b) MEP that you don't have to deal with in a 401(a) MEP.... What makes it all the more challenging is that you are dealing with the DOL's regulatory processes which are geared to MEPs, while also dealing (on the same arrangement) with IRS regulatory processes which deal with each participating employer in a MEP as a single employer plan.... The Form 5500 epitomizes the problem."
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