Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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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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Disability Premiums, But Not Most Medical, Can Escape Income Inclusion When Paid by Retirement Plans (PDF)
Buck [Guidance Overview] June 11, 2014
"The final IRS regulation opens the door for a specialized type of disability product that can be used in a qualified plan or 403(b) plan. As demand grows and product ideas expand, plan sponsors will be better positioned to evaluate the best options for participants, taking into account underwriting limits, premium costs, and alternative policies that may be available outside of the plan on an after-tax basis."
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