Great Lakes Pension Associates, Inc.
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Retirement Solutions Specialists
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Pollard & Associates
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Retirement Planners and Administrators (RPA)
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Updated IRS Information Page: IRA One-Rollover-Per-Year Rule
Internal Revenue Service [IRS] [Guidance Overview] Mar. 26, 2014 "The IRS intends to follow the Tax Court's interpretation of Internal Revenue Code Section 408(d)(3)(B). However, to give IRA owners and trustees time to adjust, the IRS will delay implementation until January 1, 2015, at the earliest. Proposed Treasury Regulation Section 1.408-4(b)(4)(ii) will be withdrawn and Publication 590 will be revised to reflect the new interpretation." |
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