The following tips can help plan administrators
hire an auditor who will perform a high-quality audit.
Corporate plan sponsors rate satisfaction with stock plan administrators
and commercial systems - AST Equity Plan Solutions, E*TRADE, Bank of America Merrill Lynch and E*TRADE's Equity Edge are highest rated
Equity Focus is a browser-based stock plan administration system that helps financial executives and stock plan administrators
at venture-backed and other privately held companies make multimillion-dollar decisions concerning new investors, merger partners or any future exit strategy "with the confidence that they have a complete picture of every aspect of their companies' total capitalization," the Needham, Mass.
The proposed regulations would require plan administrators
to track the five-year tax period for each employee and his or her designated Roth contributions.
Companies and plan administrators
will need to understand the effects of the new law on their plans and seek professional advice and assistance in implementing the new requirements.
Harmonizing the state's rules with the abundant federal authority in this area will not only facilitate administration and compliance for employers, but also employees, plan administrators
, and the state, the Institute noted.
netstockdirectcom), then follow the instructions by any of the 1,400 individual companies listed on the site to receive materials from their plan administrators
(some enrollment forms are available on the site).
The addition of these resources provides health plan administrators
unparalleled speed-to-market and flexibility.
Lakkides, president of Corporate Plan Administrators
, and Thomas H.
Notice 2004-78 (37) provided guidance on the actuarial assumptions qualified plan administrators
must use to apply the Sec.
Department of Labor's Employee Benefits Security Administration has issued frequently asked questions and answers to provide guidance to plan administrators
and accountants on complying with the requirements of the 2003 Form 5500 Annual Return/Report of Employee Benefit Plan for reporting delinquent participant contributions in the Form 5500 Schedules.
PBGC) proposed a statement of policy that would revise the structure of penalties assessed against pension plan administrators
who fail to notify participants of underfunding and of the extent to which the PBGC would compensate for such deficiencies (www.