Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Does Your Plan Use a Limited Scope Audit for Form 5500 Financial Reporting?
The Wagner Law Group [Guidance Overview] Oct. 28, 2021 "Under SAS 136, a plan administrator will need to agree to the following conditions in its engagement letter with the auditor: [1] to provide the auditors with copies of the current plan document, [2] to provide auditors with a copy of the draft Form 5500 for review and to reconcile inconsistencies, and [3] to discuss with their auditor any reportable findings, including a discussion of any prohibited transactions that have not been properly reported in the supplemental schedules." |
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