Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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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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PTE 2020-02: Retrospective Review and Correction of Compliance Failures, Part 1
FredReish.com [Guidance Overview] Jan. 6, 2023 "The next step in compliance with the DOL's PTE 2020-02 is to conduct the annual retrospective review for 2022 and to reduce the review to a written report to be signed by a 'senior executive officer.' The review and report must be completed within 6 months after the end of the year.... To avoid prohibited transaction consequences, [any] failures must be corrected within 90 days of discovery and reported to the DOL within 30 days of correction." |
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