Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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IRS Opinion Letter Program for 403(b) Plans Set to Launch April 1
PLANSPONSOR; free registration may be required Feb. 21, 2010
Excerpt: At the annual Washington Non-Profit Legal & Tax Conference, Jason Levine, an IRS employee plans tax law specialist, said the program launch will coincide with a redesign of the agency's Web site information on 403(b) plans, according to BNA. Levine said the opinion letter program for 403(b) prototype plans will review only plan documents and adoption agreements, and if a plan document and its investment documents contain conflicting provisions, the plan document 'will control.'
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