Summit Retirement Plan Services Inc.
As always, thank you very much for going the extra mile!
Glen Archinal, EA, MSPA
Pension Actuary
Summit Retirement Plan Services Inc.
EJReynolds, Inc
"Thanks for the wonderfully detailed answer! You guys are the greatest!"
Eva J. Reynolds
CEO, EJReynolds, Inc.
American Pension Corporation
American Pension Corporation
Thank you for your answers to the "401(k) to SIMPLE 401(k)" questions. Excellent. You all are like having a "security blanket." I write you to get rid of my "what ifs." You make it easier for me to sleep at night. As always, I appreciate your precise, professional, responses. Enjoy the New Year's Celebrations - I now can.
Administrator Companies
Administrator Companies
That was the perfect answer. Thank you so much. That totally explains everything.
You do not realize how much you and your company mean to us with these Pension questions. We greatly appreciate you. You are the best.
Millennium Pension Services, Inc.
Millennium Pension Services, Inc.
"I truly would like to thank you for my unreasonable request early this morning and for responding within a flash! You provided me with the answers I needed.
Every one of you is always there to assist us... you guys are the best.....thanks again for making my pension world so much easier... "
The Newport Group
The Newport Group
"Thank you. You provided a prompt and thorough reply, as always!"
Domestic Relations Order
What are the duties of a plan administrator upon receipt of a domestic relations order by the plan?
Otherwise Excludable and Terminees
Can you separately test terminated employees who are eligible to defer into a 401(k) plan, if they have less than 500 hours, under the otherwise excludable rule in 410(b)?
Household and Business Employees 401(k)
What are the laws concerning household employees and business employees in the same 401(k) plan?
A household cannot be a member of a controlled group subject to 414(b) or 414(c), since it is not a trade or business.
FAQ - Quote Module
Can you separately test terminated employees who are eligible to defer into a 401(k) plan,...
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Retirement & Benefit Compliance Customer Conference 2012
From the people who bring you TAGdata, ftwilliam.com, Aspen Publishers, and CCH...
We are excited to announce this first annual conference to empower users through learning and sharing experiences with industry experts and peers.
When: August 12 – 14, 2012
Where: Westin River North, Chicago IL
Who: TPA Business Owners, Managers & Professionals
Cost: $119 Early Bird Registration
For more information please visit our Conference Website
http://learn.wolterskluwerlb.com/UserCon
Pension and Benefits
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