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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Retirement Plan Reporting and Disclosure Requirements (PDF)
Internal Revenue Service [IRS] [Guidance Overview] Sept. 5, 2014
13 pages. "This Reporting and Disclosure Guide for Employee Benefit Plans was prepared by the IRS and reviewed by the Treasury Department, the Department of Labor, and the Pension Benefit Guaranty Corporation [PBGC]. It is intended to be used as a quick reference tool for certain basic reporting and disclosure requirements under [ERISA]." [The IRS also maintains a web page which summarizes reporting requirements; that page includes links to DOL and PBGC requirements as well.]
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