EPIC Retirement Plan Services
RTD Financial Advisors
Retirement Plan Consultants
Pension Rights Center
Loren D. Stark Company
Retirement Industry Trust Association (RITA)
Plumbers Local Union No. 1 Benefit Funds
Kentucky Trust Company
Hochheiser Deutsch & Co, Inc.
Nicholas Pension Consultants
Farmer & Betts, Inc.
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|IRS Delays Implementation of Disclosure Rules for Certain Plans Offering Lump Sum Payment Option|
Internal Revenue Service [IRS]
July 1, 2004
Excerpt: [T]here will be a delay in the effective date for recently issued regulations that set forth information required to be explained to pension plan participants regarding the optional forms of benefit offered by the plan.... [but] the delay does not apply to the extent a plan offers a lump sum payment that is less valuable than the qualified joint and survivor annuity offered by the plan.
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