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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AimPoint Pension
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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IRS Issues Retirement Plan 'Operational Compliance' Checklist for 2019
Michael Best May 2, 2019 "The 2019 Operational Compliance List starts with some important caveats, including: [1] While the IRS intends to periodically update the list, it is not intended to be comprehensive. [2] A plan must be operated in compliance with all changes in qualification requirements from the respective effective date of each such change. [3] In order to be qualified, a plan must comply operationally with each relevant qualification requirement, even if the requirement is not included on the Operational Compliance List." |
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