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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Text of IRS-Authored Operational Compliance List, Updated for 2019
Internal Revenue Service [IRS] [Official Guidance] Mar. 26, 2019
"The Operational Compliance List is provided ... to help plan sponsors and practitioners achieve operational compliance by identifying changes in qualification requirements effective during a calendar year.... Effective in 2019: [1] Changes relating to hardship distributions: Bipartisan Budget Act of 2018, Sections 41113 and 41114.... Proposed regulations regarding hardship withdrawals ... Relief for victims of hurricanes Florence and Michael ... [2] Extension of temporary nondiscrimination relief for closed defined benefit pension plans (Notice 2018-69)."
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