Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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IRS Employee Plans FY 2012 Annual Report and FY 2013 Workplan (PDF)
Internal Revenue Service [IRS] [Official Guidance] Feb. 14, 2013
Highlights of recent and upcoming guidance, examination projects and outreach efforts. Excerpt: "Employee Plans' four operation priorities for fiscal year 2013 are: ... continue to analyze and use the data from the 401(k) questionnaire project and dialogue with 401(k) stakeholders to address compliance in the 401(k) market segment.... Opening the 403(b) pre-approved plan program that will assist plan sponsors in complying with the 403(b) written plan requirement ... Sharing our examination results within the 403(b) community to reduce common error trends."
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