Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Great Lakes Pension Associates, Inc.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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New York City District Council of Carpenters Benefit Funds
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Pollard & Associates
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Greenline Wealth Management
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Retirement Solutions Specialists
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Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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403(b) and 457(b) Plan Compliance Challenges: Avoiding Pitfalls in Plan Design and Administration
Venable LLP [Guidance Overview] Aug. 28, 2019 47-slide presentation by attorney Carol V. Calhoun. Topics include "Why would a public school have a 403(b) plan instead of a 401(k) or 457(b) Plan?", the universal availability requirement for 403(b) plans, and the section 4960 excise tax on annual remuneration in excess of $1 million for covered employees. |
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