Compass
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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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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AimPoint Pension
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Defined Benefit and Cash Balance Plan Listing of Required Modifications (LRM) and Information Package (PDF)
Internal Revenue Service [IRS] [Official Guidance] Aug. 11, 2020 190 pages; Aug. 7, 2020. "This information package contains samples of plan provisions that have been found to satisfy certain requirements of the Internal Revenue Code, taking into account changes in the plan qualification requirements, regulations, revenue rulings, and other guidance in the 2020 Cumulative List of Changes in Plan Qualification Requirements [set forth in Notice 2020-14]. Such language may or may not be acceptable in different plans depending on the context in which used." [Also available: redlined version] |
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