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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All the Guidance That's Fit to Print: Recent Gifts from the DOL and IRS
Ferenczy Benefits Law Center [Guidance Overview] Sept. 10, 2020 "In the last few weeks, the [DOL and IRS] have published a number of key items of guidance. Ranging from Pooled Plan Provider (PPP) registrations and lifetime income illustrations to rollover rules for qualified plan loan offsets, the materials are vast ... [1] Welcome PEPs ... [2] What Is a lifetime of savings really worth? ... [3] SECURE Act clarifications ... [4] Qualified Plan Loan Offsets (QPLOs)." |
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