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Retirement Plan Relationship Manager ERISA Services, Inc.
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July Business Services
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Regional Sales Director (West) July Business Services
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Text of IRS Priority Guidance Plan for 2004-2005, Including Planned Benefits Regs and Rulings (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] July 27, 2004
24 pages; listed projects include retiree health accounts in a profit sharing plan; coordination with Puerto Rico law for qualified plans; the default rollover of involuntary distributions; the staggered remedial amendment period; post severance elective deferrals; valuation of life insurance distributed from qualified plans; IRA abuses; more.
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