Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Hall County Government
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Loan & Distribution Specialist AimPoint Pension
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Text of IRS Draft Instructions for Form 5307: Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans (PDF)
Internal Revenue Service [IRS] [Official Guidance] May 2, 2023 "The form and instructions have been updated to be completed on Pay.gov as of July 1, 2023. The form and the instructions have undergone major revisions in the format and information required." [Draft May 1, 2023; rev. date Jun. 2023] |
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