Company Situation:When working as a TPA, Cetera cannot directly handle funds, file tax forms, or process benefit elections from participants. This makes it difficult to process participant distributions as the burden is often then placed on the plan sponsor. Many...
Company Situation:A pension administration firm based in Encino, California, Greenspan & Associates, Inc. works with companies to design, implement and administer more than 500 retirement plans. When their clients struggled to process tax withholdings, the firm...
Company Situation:The ANGELL Pension Group is a national leader in third-party administration and compliance, providing a full array of administrative, actuarial, Section 125 and nonqualified services to more than 3,000 clients nationwide. Many of ANGELL’s clients,...
Every retirement plan has participants, which means sooner or later every retirement plan will also have ex-participants. As any employer who sponsors a retirement plan knows, those ex-participants sometimes go missing. And that can be a real problem for retirement plan fiduciaries.
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