Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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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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IRS Employee Plans News, Issue 2014-9, June 17, 2014 (PDF)
Internal Revenue Service [IRS] [Guidance Overview] June 17, 2014 Topics include: [1] Revised Voluntary Correction Program forms -- use new fill-in Forms 14568, and 14568-A [though] 14568-I; [2] Retirement plans after Windsor phone forum -- (live on June 26 at 2 p.m. EDT; rebroadcast on July 8 at 2 p.m. EDT); [3] How to request copies of plan documents in determination letter application files; and [4] Accepting rollover contributions -- use due diligence examples in new revenue ruling to verify rollovers are from a qualified plan or IRA. |
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