Federal Tax Weekly: January 2, 2015

This issue’s topics include:

  • Koskinen Warns Of Enforcement Service Cuts
  • Treasury Issues myRA Guidance
  • Obama Signs Extenders Bill, Discusses Tax Reform
  • IRS Finalizes Regs On Form 5472
  • AFRs Issued For January 2015

Federal_Tax_Weekly

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact us directly.

Employee Benefits Update: October/November 2014

This issue’s topics include:

  • Target Date Funds and Fiduciary Duty: Examine your TDFs’ glide paths to ensure suitability
  • ESOPs facing tougher scrutiny by regulators and courts
  • Are your 401(k) plan administrative fees allocated equally?
  • DOL sets 2015 regulatory agenda

 

Employee Benefits Update October/November 2014

Click Here to Download

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact me directly.