Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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New IRS Guidance on Downsized Determination Letter Program (PDF)
Groom Law Group, via Bloomberg Pension & Benefits Daily [Guidance Overview] Sept. 7, 2016 "[This article describes] key changes made by [Rev. Proc. 2016-37], including changes applicable to all [individually designed plans (IDPs)] generally. (IDPs generally include all single employer plans -- as well as multiemployer plans and multiple employer plans -- that are not pre-approved plans.) [It also highlights] special rules applicable to IDPs maintained by governmental and tax-exempt entities and ... covers expected changes for pre- approved plans." |
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