Loan & Distribution Specialist AimPoint Pension
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Compass
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Hall County Government
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Handling Medical Loss Ratio Rebates (PDF)
Cowden Associates, Inc. [Guidance Overview] Oct. 19, 2021 "In the absence of definitive direction in the plan document: [1] no portion of the rebate is a plan asset when the premium was paid entirely by the employer; [2] the full amount of the rebate is a plan asset when the premium was paid entirely by employees; [3] the full amount of the rebate is a plan asset when the premium was paid entirely from trust assets; or [4] portion of the rebate attributable to employee contributions is a plan asset when the premium was paid by both the employer and employees." |
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