Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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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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Text of Revised IRS Form 5306 and Instructions (PDF)
Internal Revenue Service [IRS] [Official Guidance] Aug. 5, 2013
Revised August 2013. "Sponsoring organizations, employers, or employee associations, use Form 5306 to request a ruling as to: [1] Whether a trust or custodial account agreement meets the requirements of section 408(a), 408(c), 408(p), or 408A, or [2] Whether an individual annuity meets the requirements of section 408(b), 408(p), or 408."
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