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Great Lakes Pension Associates, Inc.
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July Business Services
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Planners and Administrators (RPA)
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New York City District Council of Carpenters Benefit Funds
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Greenline Wealth Management
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Regional Sales Director (West) July Business Services
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Fringe Benefit Group
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Pollard & Associates
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July Business Services
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PR Treasury Issues New Rules and Procedures for Qualification of Retirement Plans
McConnell Valdes [Guidance Overview] Jan. 11, 2017 "Circular Letter of Tax Policy (CLTP) 16-08 repeals and leaves without effect most of the guidance provided by Circular Letters of Internal Revenue No. 11-10 of December 16, 2011 and No. 13-02 of May 28, 2013, except certain rules regarding the qualification of retirement plans covering Puerto Rico employees on January 1, 2011.... CLTP 16-08 provides a new list of Qualification Amendments that will require a plan to seek for a new qualification letter.... The application for a qualification letter must now include [certain] additional items of information: ... CLTP 16-08 changes the deadline to request qualification letters." |
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