Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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Fringe Benefit Group
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New York City District Council of Carpenters Benefit Funds
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Great Lakes Pension Associates, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Retirement Solutions Specialists
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IRS Allows Flexibility in Purchase of Employer Shares by Stock Purchase Plan Participants
Morgan Lewis [Guidance Overview] Apr. 19, 2019
"The IRS concluded [in Private Letter Ruling 201911002] that a participant's ability to obtain a loan from its employer or a third party to purchase shares under a plan does not prevent the plan from qualifying as an employee stock purchase plan under Section 423(b). The IRS further concluded that the inability of a participant to obtain a loan to purchase shares due to the applicability of the Sarbanes-Oxley Act does not cause some options under the plan to have different 'rights and privileges' in violation of Section 423(b)(5)."
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