Loan & Distribution Specialist AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Commit to Compliance: No ROBS Plan Is 'Plug and Play'
KLB Benefits Law Group Mar. 9, 2023 "Creating a ROBS plan is tricky, and a whole industry has developed to help business founders, avoid key compliance pitfalls ... For as long as the plan exists, compliance tasks remain permanently on the company's to-do list. In addition to holding ROBS stock, the plan is also subject to myriad rules as a tax-qualified retirement plan subject to ERISA and its many regulations. This is not an easy lift for a ROBS company, especially if it does not understand its role as a retirement plan sponsor." |
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