Loan & Distribution Specialist AimPoint Pension
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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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Compass
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Bates & Company, Inc.
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IRS Employee Plans News: Follow-Up from IRS Tax Forum Retirement Plan Presentation
Internal Revenue Service [IRS] [Guidance Overview] Sept. 29, 2022 "IRS Employee Plans presented the seminar, Retirement Plans: Avoid These Pitfalls When Managing Your Small Employer Plan.... Part of [the] presentation focused on a series of plan checklists that may help small business owners keep their plans in compliance. [1] 401(k) Plan Checklist; [2] SEP Plan Checklist; [3] SIMPLE IRA Plan Checklist; [4] SARSEP IRA Plan Checklist.... [A]nswers to some of the most common questions [submitted after the presentation are included in this document]." |
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