Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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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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Regional Vice President of Sales The Retirement Plan Company
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IRS Employee Plans News, Issue 2014-2, January 23, 2014 (PDF)
Internal Revenue Service [IRS] [Guidance Overview] Jan. 23, 2014 "The extended deadline of February 2, 2015, applies to all pre-approved defined benefit plans, even if they won't be modified to include cash balance features. These plans include: [1] mass submitter lead and specimen plans; [2] word-for-word identical plans; [3] master and prototype minor modifier placeholder applications; and [4] non-mass submitter plans." |
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