Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Deadline Approaching for U.S.-Qualified Plans with Puerto Rico Participants under IRS Revenue Ruling 2008-40
Towers Watson [Guidance Overview] July 9, 2010
Excerpt: In [the Ruling], the IRS offered tax relief for transfers of assets and liabilities for Puerto Rican participants from the U.S. plan to a plan qualified under Puerto Rico law with a related Puerto Rico trust.
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