We are proud to be a gold sponsor for next week's spring conference in Grapevine, TX, and we encourage you to register here. Chad Guzinski and Tom Roback will be at the conference and will be available at any time to share with you the additional services we offer to help you manage your ESOP & 401(k) the smart way. Join us at the Regulatory Update session presented by Dolores Lawrence on Friday, March 11, at 2:15 p.m. The Update will cover changes in the IRS determination letter program, the upcoming development of pre-approved plan formats for ESOPs (prototype and volume submitter), and other recent regulatory developments.
