Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Handout for June 25 IRS Phone Forum: What You Need to Know About the 403(b) Pre-Approved Plan Program (PDF)
Internal Revenue Service [IRS] [Guidance Overview] June 24, 2013
58 slides. Topics include: Background and Overview of Pre-Approved Plan Program; Types of Pre-Approved Plans; Required Provisions; Plans of Churches/Mass Submitters; Scope of a Favorable Letter/Employer Reliance; Duties of a Pre-Approved Plan Sponsor; How to Apply; Additional Resources.
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