Compass
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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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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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New Lump Sum Distribution Notices Required for 2010 (PDF)
Locke Lord [Guidance Overview] Dec. 11, 2009
1 page. Excerpt: Linked [at the end of the article] are Word versions of the two new safe harbor notices contained in IRS Notice 2009-68 that you can download and modify for your use: Safe Harbor Notice - Roth Account; Safe Harbor Notice - Non-Roth Account.
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