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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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Compass
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New 403(b) Plan Determination Letter Program
Groom Law Group [Guidance Overview] Nov. 18, 2022 "For the first time ever, 403(b) plan sponsors can request an IRS determination letter for their 'individually designed' 403(b) plans on initial plan qualification, on plan termination, or in other limited circumstances to be established by the IRS. The program opens June 1, 2023, with a staggered schedule for initial plan qualification requests." |
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