Regional Vice President of Sales The Retirement Plan Company
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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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Bates & Company, Inc.
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Compass
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Treasury Department Guidance on Same-Sex Spousal Status Requires Employers to Take Immediate Action on Employee Benefit Plans
BakerHostetler [Guidance Overview] Sept. 8, 2013
"Among the unanswered questions which may be addressed in that future guidance may be: What, if any, survivor annuity rights must be provided to the same-sex spouse of a retired employee who commenced pension benefits prior to the September 16, 2013, effective date? ... What, if anything, must a defined contribution plan do if death benefits have been paid to a non-spousal beneficiary without the same-sex spouse's consent?... What about church plans which are exempt from [ERISA]?... How will plans maintained by state governments or their instrumentalities be impacted by the positions outlined in Revenue Ruling 2013-17?"
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