Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Defined Contribution LRM and Information Package, October 2017 (PDF)
Internal Revenue Service [IRS] [Official Guidance] Nov. 15, 2017
123 pages. Oct. 2017, published online Nov. 14, 2017. "This information package contains samples of plan provisions that have been found to satisfy certain specific requirements of the Internal Revenue Code, taking into account changes in the plan qualification requirements, regulations, revenue rulings, and other guidance in the 2017 Cumulative List of Changes in Plan Qualification Requirements (Notice 2017-37)." [Also online: 130-page red-lined version showing changes from the previous (October 2011) version.]
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