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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IRS Checklists for Retirement Plan Documents
Internal Revenue Service [IRS] [Guidance Overview] May 27, 2016
"Listed [at this page] are IRS checklists for retirement plan documents categorized into subject matter packages that Employee Plans Specialists use when reviewing retirement plan documents.... Each package contains: [1] An Explanation that provides guidance in the law and legal citations. [2] Alert Guidelines (Worksheets) you can use to review retirement plans.... [3] Plan Deficiency Paragraphs (Checksheets) that are pre-approved wording that, if used by plan sponsors, will satisfy the applicable Internal Revenue Code requirements."
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