Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Retirement Solutions Specialists
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July Business Services
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Greenline Wealth Management
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July Business Services
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Fringe Benefit Group
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Retirement Planners and Administrators (RPA)
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Defined Contribution Account Manager Nova 401(k) Associates
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Great Lakes Pension Associates, Inc.
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Pollard & Associates
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Regional Sales Director (West) July Business Services
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New York City District Council of Carpenters Benefit Funds
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Senior Specialist 401k Recordkeeping T Bank N.A.
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IRS Updates the Pre-Approved Plan Document Program
FIS Relius [Guidance Overview] July 20, 2017
"The most significant change outlined in [Rev. Proc. 2017-41] is the restructuring of the M&P and VS programs into a single Opinion Letter program with two types of plan documents: Standardized and Nonstandardized. This change eliminates the distinctions between M&P and VS plans and expands the Nonstandardized Plan program to allow for greater flexibility in plan features and options (in effect, Nonstandardized plans will fill the role traditionally filled by VS documents)."
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