NAPA & ASPPA 401(k) Advisor Leadership Award Finalist 2013
Moreton Retirement Partners
Chad Larsen is President of Moreton Retirement Partners. He has dedicated the past 20 years to developing and implementing proven processes and strategies for clients seeking to improve their retirement programs.
The following is a statement from Craig P. Hoffman, General Counsel and Director of Regulatory Affairs of ASPPA to the U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS) requesting clarification and transitional relief for filling of Forms 5500 and 8955-SSA for multiple employer plans obligated to report under both the ERISA and the Internal Revenue Code (IRC).