Marjorie Martin, FSPA, EA, MAAA
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More Self-Correction Options in New EPCRS
Volume 42 | Issue 42 Download this FYI as a printable PDF IRS’ update to EPCRS responds to plan...
Posted April 24, 2019 — Read more -
Trump Administration Looking at Environmental, Social, and Governance Factors for Retirement Investments
Volume 42 | Issue 39 Download this FYI as a printable PDF As part of the Trump administration’s interest...
Posted April 18, 2019 — Read more -
Congress Makes Headway on Retirement Legislation
Volume 10 | Issue 01 Download this Legislate as a printable PDF Both the House and Senate have rolled out...
Posted April 4, 2019 — Read more -
IRS Updates Retirement Plan Operational Compliance List
Volume 42 | Issue 29 Download this FYI as a printable PDF IRS has updated its website Operational Compliance...
Posted March 28, 2019 — Read more -
PBGC Proposed Regulations Would Simplify Multiemployer Plan Withdrawal Liability Calculations
Volume 42 | Issue 26 Download this FYI as a printable PDF PBGC has proposed regulations to amend their rules...
Posted March 8, 2019 — Read more -
Retiree Cashout Windows Once Again Viable
Volume 42 | Issue 24 Download this FYI Alert as a printable PDF IRS has announced that it will not...
Posted March 6, 2019 — Read more -
IRS Issues Guidance on New Excise Tax on Excess Compensation Paid by Not-for-Profit Entities
Volume 42 | Issue 17 Download this FYI as a printable PDF First effective for compensation earned in 2018, tax reform...
Posted February 19, 2019 — Read more -
Retirement Plans – 2019 Winter Recap
Volume 42 | Issue 13 Download this FYI Roundup as a printable PDF This FYI Roundup recaps recent defined benefit and...
Posted February 11, 2019 — Read more -
Agreement on ERISA Auditing Standard Reached, but Delayed
Volume 42 | Issue 3 Download this FYI as a printable PDF AICPA’s Auditing Standards Board has agreed on changes...
Posted January 9, 2019 — Read more -
No VCP Fee Relief in Updated Rev. Proc.; Some Fees Increased
Volume 42 | Issue 2 Download this FYI as a printable PDF The annual IRS update to its procedural rules and...
Posted January 8, 2019 — Read more