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QRP Self-Directed Brokerage Relationship and 12b-1 Fees
August 14, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued Advisory Opinion 2006-06A addressing the acceptability of the payment of…
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August 14, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued Advisory Opinion 2006-06A addressing the acceptability of the payment of…
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August 10, 2006 – The IRS has issued final regulations on the retirement plan anti-cutback rules of IRC Sec. 411(d)(6) in Treasury Decision (TD) 9280….
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August 10, 2006 – The IRS has issued Internal Revenue Bulletin 2006-32, within which is Revenue Procedure 2006-33, describing requirements for electronic and magnetic media…
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August 3, 2006 – The IRS has issued a July 2006 version of Form 8809, Application for Extension of Time to File Information Returns. The…
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On Thursday, August 3, 2006, the Senate passed H.R. 4, the Pension Protection Act of 2006 (the Act), a comprehensive pension reform bill that had…
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August 4, 2006 – The U.S. Senate passed the Pension Protection Act of 2006 (H.R. 4, formerly H.R. 2830) in a vote of 93 to…
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July 31, 2006 – The IRS has issued final regulations in Treasury Decision (TD) 9277 regarding excise taxes charged against employers who make contributions to…
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July 31, 2006 – The House of Representatives has passed pension reform provisions contained in H.R. 2830, the Pension Protection Act, but without the package…
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July 26, 2006 – Racing the clock to reach a conference agreement and possible vote before the August congressional recess, negotiators continue to be stuck…
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July 21, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) and the Internal Revenue Service (IRS) have issued both regulations and proposed…