July Business Services
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Pollard & Associates
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Great Lakes Pension Associates, Inc.
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Defined Contribution Account Manager Nova 401(k) Associates
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Fringe Benefit Group
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New York City District Council of Carpenters Benefit Funds
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Regional Sales Director (West) July Business Services
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Retirement Planners and Administrators (RPA)
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Greenline Wealth Management
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July Business Services
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Solutions Specialists
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Text of IRS Revised Memo for EP Examiners on Computation of Maximum Participant Loan Amount Under Section 72(p)(2)(A) (PDF)
Internal Revenue Service [IRS] [Official Guidance] July 28, 2017
"This memorandum supersedes interim guidance TE/GE-04-0417-0016 ... issued April 20, 2017. This memorandum directs EP Examinations staff to determine, as set forth [in this memo], the amount available for a loan where the participant has received multiple loans during the past year from a qualified plan[.]" [TE/GE-04-0717-0020, July 26, 2017]
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