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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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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DOL Issues Final Prohibited Transaction Exemption for Auto-Portability
planadviser Aug. 2, 2019 "The [DOL] this week issued its final prohibited transaction exemption (PTE) for automatic portability. This action has removed the requirement that participants consent to have their small balance of $5,000 or less or safe harbor [IRA] automatically rolled into their new employer’s retirement plan.... To date, Retirement Clearinghouse has a pilot program with one U.S. employer that has 250,000 employees. " |
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