Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Cafeteria Plan Claims Substantiation
Poyner Spruill LLP [Guidance Overview] May 30, 2023 "[Chief Counsel Advice Memorandum 202317020] suggests that the following methods are not sufficient to fully substantiate claims: [1] Self-certification method ... [2] Sampling method ... [3] De minimis method ... [4] Favored providers method ... [] Anticipated DCA expenses method." |
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