Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement Plan Administrator – Senior Associate PBMares |
Farmer & Betts, Inc. |
Pension Rights Center |
EPIC Retirement Plan Services |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement, LLC |
Retirement, LLC |
Kentucky Trust Company |
Pension Plan Specialists |
Nicholas Pension Consultants |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
RTD Financial Advisors |
Pentegra |
Plumbers Local Union No. 1 Benefit Funds |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
EPIC: TPA/DPS |
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Large IRAs and High-Income Retirement Savers Targeted by Amendment to Budget Reconciliation Bill Ropes & Gray LLP ![]() Sept. 21, 2021 "[S]ome of the key retirement plan rule modifications found in Chairman Neal's amendment: [1] Prohibition on rollovers to Roth IRAs and certain Roth conversions ... [2] Prohibition of certain private investments by IRAs ... [3] Contribution limit for retirement account balances of $10 Million or More ... [4] New reporting mandate for aggregate account balances exceeding $2.5 million ... [5] Extension of the statute of limitations with respect to IRA noncompliance." |
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