Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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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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Compass
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Retiree Cashout Windows Once Again Viable
Buck [Guidance Overview] Mar. 7, 2019
"IRS has announced that it will not move forward with previously announced changes to the minimum distribution regulations that would have prohibited retiree lump-sum windows. Instead, it will continue to evaluate whether such windows satisfy other qualification requirements -- but will not issue PLRs on them. IRS will no longer caveat determination letters to limit the opinion about the windows."
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