TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Planners and Administrators (RPA)
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Regional Sales Director (West) July Business Services
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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Pollard & Associates
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Retirement Solutions Specialists
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Fringe Benefit Group
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Great Lakes Pension Associates, Inc.
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July Business Services
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Greenline Wealth Management
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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IRS Releases Long-Awaited 403(b) Plan Approval Procedures (PDF)
Groom Law Group [Guidance Overview] Apr. 1, 2013 "Unfortunately, the new procedure also announces that the Service 'does not contemplate the issuance of individual determination letters to sponsors of Section 403(b) plans.' Essentially, the guidance appears to push individually designed plans into pre-approved plans if such plans want 'reliance' that they satisfy the applicable document requirements. The IRS indicates that these limitations -- which will unfavorably impact many public school, university and church 403(b) arrangements, among others -- are necessary 'to more efficiently direct its limited resources'." |
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