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Retirement Plan Administration Consultant Blue Ridge Associates
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Compass
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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Tom Roback, Blue Ridge ESOP Associates via LinkedIn
July 28, 2014
"[F]or ESOP providers, the [408(b)(2) regulations] require that there be a specific written agreement outlining the scope of work, direct and indirect compensation, termination compensation, and manner of receipt. Investment entities, brokers, and their fiduciaries that hold plan assets (such as the investments from an ESOP non-stock account) must provide information on fees and expenses related to the investments.... When you provide more than one qualified plan to your employees, plan administration should be done in harmony. The delivery of compliance services should be seamless."
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