Bates & Company, Inc.
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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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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Qualified Retirement Plans in 2017 and Beyond: Resources and Considerations for Employers
Caplin & Drysdale Dec. 29, 2016 "The Required Amendments List is not exhaustive ... Operational compliance may be required prior to plan amendment ... Reliance on existing Determination Letters is limited ... Preserve the version of the plan document for which the most recent determination letter was issued, so that any subsequent amendments can be clearly identified; Weigh stylistic revisions to the plan document (whether via amendment or restatement) against their potential impact on reliance; and Consider the desired reliance on the existing plan document when drafting future amendments, e.g., in assessing which sections to amend and how best to do so." |
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