Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Fringe Benefit Group
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Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Great Lakes Pension Associates, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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IRS Issues Guidance on PPA Distribution Changes
Deloitte via BenefitsLink.com [Guidance Overview] Mar. 18, 2008
Excerpt: The IRS recently issued Notice 2008-30 to provide guidance regarding various PPA and other changes which affect distributions from qualified plans. In question and answer format, the Notice addressed modifications which allow rollovers to Roth IRAs from an expanded group of eligible retirement plans, require plans subject the QJSA requirements to provide a new qualified optional survivor annuity, change the determination of present value, and require a distribution of excess deferrals to be credited with gap period earnings.
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