Administrator/Consultant (DC and DB) TPA Professionals |
EPIC: TPA/DPS |
Pentegra |
Pension Rights Center |
Nicholas Pension Consultants |
RTD Financial Advisors |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement Plan Administrator – Senior Associate PBMares |
Retirement, LLC |
Plumbers Local Union No. 1 Benefit Funds |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
Kentucky Trust Company |
Retirement Plan Documents Specialist Loren D. Stark Company |
Farmer & Betts, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
EPIC Retirement Plan Services |
Retirement, LLC |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
| |
<< Previous news item | Next news item >>
Recordkeeping Platforms Want Right to Approve Trust Provisions in Restated Plan Documents BenefitsLink Message Boards ![]() Apr. 19, 2021 "This week, we received notifications from a couple of vendors/recordkeeping platforms saying that, because trust provisions are no longer in the IRS pre-approved documents, we need to notify them (the vendor) and send them a copy of the PROPOSED plan restatement provisions, at LEAST 30 days prior to sending them a copy of the restated plan. And these are plans where the employer is the Trustee, or it's a corporate Trustee. My feeling: If they have a problem with it, we can amend the plan, or the employer can find another vendor if the vendor won't handle the employer's desired provisions, if it's important enough to the employer. Are other TPAs getting these requests?" |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above). |
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified). |