Largest independent provider of tax-advantaged savings and strategic technology partnerships.
Leading provider of nonqualified deferred compensation, institutional insurance solutions (BOLI/COLI), and consulting services.
Leading national TPA provider delivering retirement plan administration, fiduciary compliance, and actuarial and consulting services.
Self-directed IRA Custodian specializing in alternative investments, supporting a variety of retirement accounts.
The Department of Labor has launched an online filing system for termination administrators to be able to submit required information for abandoned plans to DOL in addition to existing email and paper-based methods. This initiative was telegraphed in the recent release of an interim final rule that expands the abandoned plan program to Chapter 7 bankruptcy trustees and makes other changes. More information on the rule can be found here.
