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July Business Services
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Head of Money Out Operations (Retirement Industry) Ascensus
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The Angell Pension Group, Inc.
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401k & Defined Contribution Plan Consultant Planned Retirement Consultant & Administrators, LLC
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Defined Contribution Consultant Loren D. Stark Company
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Defined Contribution MEP Account Manager Nova 401(k) Associates
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Retirement Plan Compliance Analyst FuturePlan, by Ascensus
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Gallagher
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Qualified Retirement Plan Reviewer Nova 401(k) Associates
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Division Vice President, Western Region - Retirement Sales Ascensus
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Sentinel Group
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Text of IRS Announcement 97-122
Internal Revenue Service [IRS] 
[Official Guidance] Dec. 4, 1997 "The Service is issuing two model Roth IRA Forms, 5305-R and 5305-RA, for use by trustees and custodians, respectively, beginning in 1998. In addition, the following interim guidance is provided for prototype sponsors and individual contributors to Roth IRAs established under section 408A of the Internal Revenue Code in response to questions from the public." |
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