Marjorie Martin, FSPA, EA, MAAA
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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 -
New Class Action Wave: Actuarial Equivalents in Pension Plans
Volume 41 | Issue 101 Download this FYI as a printable PDF A court in New York is being asked to...
Posted December 14, 2018 — Read more -
DOL and (some) IRS Relief for Recent Hurricane and Fire Victims
Volume 41 | Issue 98 Download this FYI as a printable PDF As with other disasters in recent years, DOL...
Posted December 11, 2018 — Read more -
IRS Proposes Hardship Distribution Regs, Including Some Permanent Disaster Relief
Volume 41 | Issue 92 Download this FYI as a printable PDF Taking hardship distributions just got a lot easier...
Posted November 27, 2018 — Read more -
2019 Planning for Governmental Retirement Plan Operations
Volume 41 | Issue 89 | November 6, 2018 Download this FYI In-Depth as a printable PDF The calendar provided...
Posted November 6, 2018 — Read more -
2019 Planning for ERISA Multiemployer Defined Benefit Plan Operations
Volume 41 | Issue 88 | November 5, 2018 Download this FYI In-Depth as a printable PDF The calendar provided...
Posted November 5, 2018 — Read more -
2019 Planning for ERISA Single-Employer Defined Benefit Plan Operations
Volume 41 | Issue 87 | November 2, 2018 Download this FYI In-Depth as a printable PDF The calendar provided...
Posted November 2, 2018 — Read more