Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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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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Compass
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AimPoint Pension
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Text of Rev. Rul. 2004-12: Distributions from Separate Rollover Accounts (PDF)
Internal Revenue Service [IRS] [Official Guidance] Jan. 29, 2004
4 pages. Excerpt: If an eligible retirement plan separately accounts for amounts attributable to rollover contributions to the plan, are distributions of those amounts subject to the restrictions on permissible timing that apply, under the applicable requirements of the Internal Revenue Code, to distributions of other amounts from the plan?
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