Bates & Company, Inc.
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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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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Compass
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Potential Impact of Tax Reform on Qualified Retirement Plans
Kilpatrick Townsend Nov. 6, 2017
"The retirement plan proposals that made it into the first draft of the legislation include: [1] Permanent 'closed plan' nondiscrimination testing.... [2] In-service withdrawals from defined benefit plans.... [3] Hardship withdrawals from individual account plans.... [4] Extended rollover period for plan loans."
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