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Agenda
Reg Review
ICR
ICR Documents
Supporting Statement A
Document
Date Uploaded
1545-1610_supporting_statement_20160930.docx
10/03/2016
Supporting Statement B
Document
Date Uploaded
Supplementary Documents
Title
Document
Document Type
Date Uploaded
IRS response to public comments rec'd. during 30-day comment period
1545-1610_comments_IRS_response_20160930.docx
Supplementary Document
10/03/2016
Public Comments
Author Name
Comment Document
Author Affiliation
Sponsoring Org.
Type
Category
Date of Comment
Date Comment Received
Dott, Sheila
1545-1610_comment_Dott.pdf
Certified Pension Consultant
Northeast Professional Planning Group, Inc.
Letter
Simple
08/01/2016
08/01/2016
Toombs, Shelley
1545-1610_comment_Toombs.pdf
President
Synergistic Planning
Letter
Simple
07/29/2016
07/29/2016
Dorsa, Lorraine
1545-1610_comment_Dorsa.pdf
President
Aegis Pension Services
Letter
Simple
07/28/2016
07/28/2016
Showalter, Lisa; Markley, John; Pfautz, L
1545-1610_comment_Showalter.pdf
Partners
Markley Actuarial Services, Inc.
Letter
Simple
07/27/2016
07/27/2016
Heroux, Karen
1545-1610_comment_Heroux.pdf
Junior Pension Administrator
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Riley, Erin
KRPinkstonLtr053116.pdf
Keller Rohrback L.L.P.
Letter
Simple
05/31/2016
05/31/2016
Goldman, Melissa
1545-1610_comment_Goldman.pdf
Pension Administrator
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Lindsay, Maureen
1545-1610_comment_Lindsay.pdf
President
Pension Resources, Inc.
Letter
Simple
08/01/2016
08/01/2016
Bailey, Barb
1545-1610_comment_Bailey.pdf
Pension Administrator
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Johnson, Kessler
1545-1610_comment_Johnson.pdf
Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Reed, Robert
1545-1610_comment_Reed.pdf
President
Reed-Ramsey, Inc.
Letter
Simple
07/28/2016
07/28/2016
Conaty, John
1545-1610_comment_Conaty.pdf
Manager, Plan Administration
Gateway Pension Services, Ltd.
Letter
Simple
07/27/2016
07/27/2016
Mattox, Jennifer
1545-1610_comment_Mattox.docx
Plan Administrator
Noble Davis Consulting, Inc.
Letter
Simple
07/27/2016
07/27/2016
Bochenski, Jacqueline
1545-1610_comment_Bochenski.pdf
Certified Employee Benefit Specialist
Qualified Concepts
Letter
Simple
07/31/2016
08/01/2016
Tipper, Christopher
1545-1610_comment_Tipper.pdf
CEO
Hunter Benefits Consulting Group
Letter
Simple
08/01/2016
08/01/2016
Scott, Holly
1545-1610_comment_Scott.pdf
ERPA
Liden, Nestle, Soled & Associates, Inc.
Letter
Simple
07/27/2016
07/27/2016
Haslauer, Beverly
1545-1610_comment_Haslauer.pdf
President
The Haslauer Group, Inc.
Letter
Simple
07/27/2016
07/27/2016
Graff, Brian
ARA comments.pdf
Executive Director/CEO
American Retirement Association
Letter
Simple
05/31/2016
05/31/2016
Gianotto, Cathy
1545-1610_comment_Gianotto.pdf
Senior Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Leadem, Barbara
1545-1610_comment_Leadem.pdf
Vice President
Atlantic Pension Services
Letter
Simple
07/28/2016
07/28/2016
Blevins, Tracy
1545-1610_comment_Blevins.pdf
Pension Administrator
Retirement Strategies, Inc.
Letter
Simple
08/01/2016
08/01/2016
James, Roseann
1545-1610_comment_James.pdf
Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
08/01/2016
08/01/2016
Antonacci, Tim
1545-1610_comment_Antonacci.pdf
Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Quilter, Diane
1545-1610_comment_Quilter.pdf
Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
08/01/2016
08/01/2016
DeLorenzo, Lee
1545-1610_comment_DeLorenzo.PDF
President
United Retirement Consultants
Letter
Simple
07/29/2016
07/29/2016
Marblestone, Kenneth
1545-1610_comment_Marblestone.pdf
MandMarblestone Group LLC
Letter
Simple
07/27/2016
07/27/2016
Colavito, Frank
1545-1610_comment_Colavito.pdf
President
FJC & Associates, Inc.
Letter
Simple
07/26/2016
07/28/2016
Swedelson, Allan
1545-1610_comment_Swedelson.pdf
CPA
Goldberg, Swedelson & Associates, Inc.
Letter
Simple
07/28/2016
08/01/2016
Foster, Karen
1545-1610_comment_Foster.pdf
Manager of Pension Operations
Teal, Becker & Chiaramonte, CPAs, PC
Letter
Simple
08/01/2016
08/01/2016
Sciarra, John
1545-1610_comment_Sciarra.pdf
President & CEO
National Retirement Services, Inc.
Letter
Simple
07/28/2016
07/27/2016
Honig, Dena
1545-1610_comment_Honig.pdf
Qualified Pension Administrator
Benefit Strategies, Inc.
Letter
Simple
07/29/2016
07/28/2016
Jacobson, Jan
ABC comments.pdf
Senior Counsel, Retirement Policy
American Benefits Council
Letter
Simple
05/31/2016
05/31/2016
Greenbaum, Steven
1545-1610_comment_Greenbaum.pdf
President
Altigro Pension Services, Inc.
Letter
Simple
07/29/2016
07/29/2016
Malinowski, Angela
1545-1610_comment_Malinowski.docx
Senior Plan Consultant
Noble Davis Consulting, Inc.
Letter
Simple
07/27/2016
07/27/2016
Beasley, John
1545-1610_comment_Beasley.pdf
Senior Consultant/CEO
Beasley & Company
Letter
Simple
07/28/2016
07/28/2016
Kral, Marianne
1545-1610_comment_Kral.pdf
Partner
The KGK Group Ltd.
Letter
Simple
07/31/2016
08/01/2016
Schleenbaker, Lindsey
1545-1610_comment_Schleenbaker.pdf
Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Davis, Jan
1545-1610_comment_Davis.pdf
President
Noble Davis Consulting, Inc.
Letter
Simple
07/27/2016
07/27/2016
Micheau, Gail
1545-1610_comment_Micheau.docx
Compliance Consultant
Blue Chip Retirement Plans, Inc.
Letter
Simple
07/29/2016
07/29/2016
Casalena, Frank
1545-1610_comment_Casalena.pdf
Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Waltz, Lana
1545-1610_comment_Waltz.pdf
Managing Director - Small Markets
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Dye, Fain
1545-1610_comment_Dye.pdf
Managing Director-Mid Markets
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Smith, Karen
1545-1610_comment_Smith.pdf
NOVA 401(k) Associates
Letter
Simple
08/01/2016
08/01/2016
Taylor, Lynda
Wrangle LLC.pdf
COO
Wrangle, LLC
Letter
Simple
04/25/2016
05/31/2016
Holstein, Thomas
1545-1610_comment_Holstein.pdf
President
Retirement Solutions
Letter
Simple
07/29/2016
07/29/2016
Certner, David
AARP comments.PDF
Legislative Counsel and Legislative Policy Director
AARP, Inc.
Letter
Simple
05/31/2016
05/31/2016
Gould, Peter
1545-1610_comment_Gould.pdf
President
Indiana Benefits, Inc.
Letter
Simple
07/29/2016
07/29/2016
Barnard, Monica
1545-1610_comment_Barnard.docx
Enrolled Retirement Plan Agent
Barnard & Associates Retirement Plan Specialists
Letter
Simple
07/28/2016
07/28/2016
Logan, Susan
1545-1610_comment_Logan.pdf
Compensation & Benefits Analyst
Troutman Sanders LLP
Letter
Simple
08/01/2016
08/01/2016
Kearsley, Brian
1545-1610_comment_Kearsley.pdf
Certified Public Accountant
Keller CPAs
Letter
Simple
07/28/2016
07/28/2016
Conder, Erin
1545-1610_comment_Conder.pdf
Qualified Pension Administrator
Noble Davis Consulting, Inc.
Letter
Simple
07/27/2016
07/27/2016
Roszczynialski, Lori
1545-1610_comment_Roszczynialski.pdf
President
ARS Retirement Corporation
Letter
Simple
08/01/2016
08/01/2016
Brust, Eric
1545-1610_comment_Brust.pdf
CEO
Matthews Benefit Group, Inc.
Letter
Simple
07/28/2016
07/28/2016
McKinney, JJ
1545-1610_comment_McKinney.pdf
Pension Consultant
Retirement Strategies, Inc.
Letter
Simple
07/29/2016
07/29/2016
Blank fields in records indicate information that was not collected or not collected electronically prior to July 2006.