Compass
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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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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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The ESOP Determination Letter Application Review Process
Internal Revenue Service [IRS] [Guidance Overview] June 24, 2013 "A team of ESOP specialists reviews all ESOP determination letter applications to ensure that the plan document meets applicable requirements under the Internal Revenue Code and related regulations. This article provides information on: [1] How we review ESOP determination letter applications; [2] How to check on the status of your letter; [3] When you must provide documentation for your controlled group election; [4] Plan provisions permitting transfers from non-ESOP plans." |
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