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2013 Continuing Ed Material for IRS EP Personnel: Plan Qualification Changes, 2009 Cumulative List (PDF)
Internal Revenue Service [IRS] 
[Guidance Overview] Feb. 27, 2014 47 pages, dated 2013. Excerpt: "This chapter summarizes certain requirements on the 2009 Cumulative List. Some topics were chosen because they were not covered in prior CPEs, even though these topics were listed on older Cumulative Lists. Other topics were chosen if they were recent changes, such as being listed on the 2008 or 2009 Cumulative List." MORE >> |
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