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Irs-tege
Contents of Directory irs-tege
| Name |
|---|
| Name | Date | Size | Description |
|---|---|---|---|
| esop_tar5_100810.pdf | 2010-10-08 14:36:15 | 28.85 KB | EP ESOP TAR5 |
| esop_lrm0615.pdf | 2015-06-08 00:00:00 | 312.52 KB | EP ESOP LRM |
| esop_dl_phoneforum_transcript.pdf | 2011-11-08 10:17:49 | 85.83 KB | EP ESOP DL Phone Forum Transcript |
| esop_dl_phoneforum_presentation.pdf | 2011-10-24 15:16:36 | 324.5 KB | EP ESOP DL Phone Forum Presentation |
| esop_checksheet.pdf | 2016-11-30 00:00:00 | 130.94 KB | EP ESOP checksheet |
| epcu_letter_4663e.pdf | 2013-10-22 00:00:00 | 108.79 KB | EP EPCU Letter 4663e |
| epcu_886a_5310a.pdf | 2013-10-22 00:00:00 | 88.12 KB | EP EPCU Form 886A Form 5310A |
| egtrra_listdc.pdf | 2008-12-08 14:06:01 | 7.18 MB | EP EGTRRA List - DC Plans |
| draft_lrm_403b_prototypes.pdf | 2009-04-13 13:23:16 | 283.83 KB | EP Draft 403b LRM |
| directive_vesting_043012.pdf | 2013-08-30 00:00:00 | 333.28 KB | EP Directive Vesting Memo |
| dc_lrm.pdf | 2002-09-05 17:01:07 | 209.5 KB | EP Defined Contribution Listing of Required Modifications and Information Package LRM |
| db_lrm.pdf | 2002-08-29 15:26:27 | 3.48 MB | EP Defined Benefit Listing of Required |
| dc_lrm1011.pdf | 2011-10-05 10:39:16 | 388.37 KB | EP DC LRM 10 11 |
| db_plan_updated_phoneforum_transcript.pdf | 2014-02-11 00:00:00 | 176.22 KB | EP DB Plan Updated Phone Forum Transcript |
| db_phoneforum_presentation.pdf | 2013-04-19 00:00:00 | 399.78 KB | EP DB Plan Update Phone Forum Presentation |
| db_lrm_0413_clean.pdf | 2013-08-30 00:00:00 | 1.01 MB | EP DB LRM 04 2013 Clean Version |
| db_lrm_0413.pdf | 2013-08-30 00:00:00 | 1.72 MB | EP DB LRM 04 13 |
| lrm_crosstest.pdf | 2005-07-01 10:45:28 | 26.12 KB | EP Cross Testing LRM |
| letter1562d_epcu.pdf | 2016-06-06 00:00:00 | 42.07 KB | EP Compliance Check Letter |
| cola-table.pdf | 2025-02-05 16:15:52 | 721.28 KB | EP COLA Table |
| coda_lrm1011.pdf | 2011-10-05 10:40:21 | 139.58 KB | EP CODA LRM 10 11 |
| coda_lrm0106.pdf | 2002-08-29 15:26:42 | 155.42 KB | EP CODA LISTING OF REQUIRED MODIFICATIONS |
| letter1564a_epcu.pdf | 2016-06-06 00:00:00 | 50.88 KB | EP Closing Letter with Changes Noted |
| letter1564_epcu.pdf | 2016-06-06 00:00:00 | 22.07 KB | EP Closing Letter |
| changes_db_lrm.pdf | 2007-08-20 07:49:41 | 29.52 KB | EP Changes to DB LRM |
| letter1563b_epcu.pdf | 2016-06-06 00:00:00 | 26.46 KB | EP Change of Address Letter |
| cert_interim_amendments.pdf | 2016-06-06 00:00:00 | 13.7 KB | EP Certification of Interim Amendments |
| cc_04_38.pdf | 2004-10-14 14:59:44 | 31.11 KB | EP CC 2004 038 |
| lrm_cashbalance0615.pdf | 2015-06-08 00:00:00 | 272.81 KB | EP Cash Balance LRM |
| benefits_restrictions_phoneforum_transcript.pdf | 2012-03-27 09:52:29 | 77.07 KB | EP Benefits Restrictions Phone Forum Transcript |
| benefits_restrictions_presentation.pdf | 2012-02-21 09:42:56 | 386.86 KB | EP Benefits Restrictions Phone Forum Presentation |
| auto_enroll_fact_sheet.pdf | 2012-03-30 08:26:54 | 561.89 KB | EP Automatic Enrollment Fact Sheet |
| audit_eff_guide.pdf | 2006-09-25 10:58:24 | 407.9 KB | EP Audit Efficiency Guide |
| application_for_preapproved_403b_plan.pdf | 2016-09-02 00:00:00 | 585.46 KB | EP Application for Pre approved 403b Plan |
| 5330_phoneforum_4979.pdf | 2011-07-06 08:04:06 | 370.06 KB | EP 5330 Phone Forum Example of 5330 IRC 4979 |
| 409a_presentation.pdf | 2008-08-25 15:04:23 | 56.6 KB | EP 409A Presentation |
| 403b_lrm0315_redlined.pdf | 2015-03-09 00:00:00 | 1.06 MB | EP 403b LRM Redlined |
| 403b_lrm0313.pdf | 2013-07-19 00:00:00 | 1.11 MB | EP 403b LRM |
| 403b_letter_1562x.pdf | 2011-04-14 13:12:51 | 37.48 KB | EP 403b Higher Ed Letter 1562X |
| 403b_instructions_higher_ed.pdf | 2011-04-14 13:13:48 | 22.6 KB | EP 403b Higher Ed Instructions |
| 403b_glossary_higher_ed.pdf | 2011-04-14 13:14:42 | 86.46 KB | EP 403b Higher Ed Glossary |
| 403b_form_886a.pdf | 2016-11-09 14:03:04 | 615.65 KB | EP 403b Higher Ed Form 886A |
| 403b_attachment1.pdf | 2011-04-14 13:11:49 | 101.88 KB | EP 403b Higher Ed Attachment 1 |
| epcu_401k_questionnaire.pdf | 2010-05-14 14:24:29 | 1.77 MB | EP 401k Compliance Check Questionnaire |
| forum15_sep_simple_avoiding_pitfalls.pdf | 2015-10-20 00:00:00 | 2.64 MB | EP 2015 Tax Forum Presentation SEP and SIMPLE IRA Plans Avoiding Pitfalls |
| 2015_reference_list.pdf | 2016-02-12 00:00:00 | 88.71 KB | EP 2015 Reference List |
| 2014_reference_list.pdf | 2015-01-20 00:00:00 | 526.52 KB | EP 2014 Reference List |
| forum13_roth_conv_opps.pdf | 2013-11-13 00:00:00 | 277.2 KB | EP 2013 Tax Forum New Roth Conversion Opportunities Other Retirement Curveballs |
| forum13_loans_hardship_distns.pdf | 2013-11-13 00:00:00 | 279 KB | EP 2013 Tax Forum Grab the Money and Run Retirement Plan Loans and Hardship Distributions |
| 2013_reference_list.pdf | 2015-01-20 00:00:00 | 557.89 KB | EP 2013 Reference List |