AAA Seeks Retirement Plan Services Vendor

The vendor the AAA hires must be familiar with topics such as plan consolidation, plan termination, Internal Revenue Service qualification and tax filings, other compliance-related work, plan amendments, participant eligibility determinations, employer contribution calculations, excess contribution calculations, forfeiture calculations, employee loan servicing, distribution reporting, top heavy testing, and a variety of other matters, the AAA says.

Proposals are due May 31, and the AAA will start to conduct finalist interviews in June.

- Allison Bell

Other American Academy of Actuaries coverage from National Underwriter Life & Health:

• Curtis Huntington to Take Charge at Actuarial Discipline Board
• Miller Takes Over at AAA
• Actuarial Groups Call for Disciplinary System Changes
• Actuary Group Tries New Director Selection Process
• AAA Considers Governance Changes