Loan & Distribution Specialist AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Tax-Qualified Retirement Plans: Amendments and Other Year-End Action Items
Morgan Lewis [Guidance Overview] Nov. 21, 2013 "This [article] describes two types of action items in particular -- plan amendments and participant notices -- that sponsors must adopt or provide by the end of 2013 (or relatively soon thereafter). The list is not exhaustive but is intended to serve as a reminder of items that plan sponsors should review and consider before the end of the year. The discussion ... assumes that a plan has a calendar-year plan year." |
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