IRS Notice 2007-03

ESOP Insourcing is the only ESOP service provider that includes an annual repurchase obligation analysis in the administration process.

ESOP Insourcing is focused on providing a first-class ESOP experience:

First-class service and communication
First-class quality and timeliness
First-class experience and expertise
First-class information and ideas
First-class value

Notice 2007-3 - 2006 Cumulative List of Changes in Plan Qualification Requirements (PDF)

Retirement plans; qualification, list of changes. This notice sets forth a list of changes referred to in Rev. Proc. 2005-66, 2005-2 C.B. 509, pertaining to the statutory, regulatory, and guidance changes needed for certain requests to the Service.

Related Links

New Cumulative List

IRS issues 2006 cumulative list of changes for individually designed plans

Terms and Conditions

Please call us with questions at 1-800-837-3112 or email us at esop@esopinsourcing.com

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