Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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415(m) Plans Will Likely Be Exempted from Proposed Deferred Compensation Rules (PDF)
National Council on Teacher Retirement Oct. 7, 2004
1 page. Excerpt: As I reported to you in Federal Update 2004-23, provisions in corporate and international tax reform legislation passed by the House and Senate would substantially change the rules applicable to nonqualified deferred compensation plans (H.R. 4520, the 'American Jobs Creation Act of 2004'). In general, the provisions would tax immediately amounts deferred (including earnings) under a nonqualified deferred compensation plan unless certain requirements were satisfied.
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