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Carpenter Morse Group
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Karel-Gordon & Associates
(Northbrook IL)

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Document Specialist

(Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX / FL)

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CMC Pension Professionals
(Telecommute / CA)

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401(k) Plan Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates

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Pensions Plan Administrator

Quantech Pensions LLC
(Anaheim CA)

Manager, Defined Contribution Administration

(Telecommute / The Woodlands TX / University Place WA / Dallas TX / Erie PA / Canonsburg PA / West Palm Beach FL)

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Retirement Plan Administrator

Atlantic Pension Services Inc
(Telecommute / Kennett Square PA)

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Retirement Plan Consultant

(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

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Actuarial Benefits & Design Company
(Telecommute / VA)

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IRS Meeting for Pre-approved Plan Providers: Discussion of Third Cycle Pre-Approved Defined Benefit Plan Submissions

IRS [Internal Revenue Service]

Jan. 21, 2021
12:00 p.m. - 1:30 p.m. ET

The IRS is planning a virtual meeting to discuss technical and procedural requirements for third cycle defined benefit pre-approved plans. This meeting is intended for those providers who draft pre-approved plans and will apply for a third cycle defined benefit opinion letter under Rev. Procs. 2017-41 and 2020-10.

Who should attend: Providers who are in the process of drafting plans should attend this virtual meeting and share their issues with the IRS prior to submitting plan documents for IRS review. We anticipate this meeting will be mutually beneficial for the providers and the IRS.

Register: Please send an email to by January 6, 2021, if you’re interested in attending. Include your name and email address so we can provide you with instructions for joining the meeting.

More Information, How to Register

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