Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Text of IRS Publication 5153: Appeal Procedures for Adverse Determination Letter on Qualification of a Retirement Plan (PDF)
Internal Revenue Service [IRS] [Official Guidance] Oct. 22, 2015
2 pages; includes infographic. Revised Oct. 2015. "Because people sometimes disagree on retirement plan qualification matters, the IRS has an administrative appeal system. Most differences can be settled by appeal without a court trial."
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