Retirement Solutions Specialists
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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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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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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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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Retirement Planners and Administrators (RPA)
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Great Lakes Pension Associates, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Unlocking the Process: Guide to ERISA Individual Prohibited Transaction Exemptions (PDF)
Eversheds Sutherland [Guidance Overview] Jan. 21, 2021 132 pages. "[This] guide to individual prohibited transaction exemptions collects and indexes more than 1,200 individual exemptions ... The guide has been updated to account for 2020 activity.... It categorizes the exemptions first by counter-party then transaction-type, allowing readers to easily identify individual exemptions relevant to their situation. Included in the guide is an overview of the individual exemption process, as well as an examination of individual exemption statistics, such as historical data and most frequent categories of exemptions." |
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