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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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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IRS Requiring Retirement Plan Document Restatements for Determination Letters
Towers Watson [Guidance Overview] Mar. 13, 2013 "The restatement requirement means that sponsors of individually designed plans will need to prepare formal restated plan documents at least every five years.... Sponsors may want to submit the restatement on a proposed basis so any changes requested by the IRS as part of the determination letter process can be incorporated into the final document before its formal adoption" |
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