In the News

Court Allows C Corp. DISC Payments to Roth IRA

The 6th Circuit overturned the decision of the Tax Court and allowed an arrangement that resulted in payments of millions of dollars to a Roth IRA though, as the court acknowledged, such arrangement effectively allowed for payments in excess of IRA contribution limits. Document Excerpt As it turns out, the Commissioner does not have such […]

District Court’s Decision on Remand in Tussey v. ABB

The District Court has now ruled, on remand from the Eighth Circuit, in the ever evolving case of Tussey v. ABB. Document Excerpt ¬†Having reviewed the trial record and applied the abuse of discretion standard, the Court finds that the Defendants did abuse their discretion. Nonetheless, Plaintiffs have failed to prove damages consistent with the […]

403(b) Plan Checklist

The IRS provides a compliance checklist for Section 403(b) plans. Document Excerpt ¬†Every year it’s important that you review the requirements for operating your 403(b) retirement plan. Use this checklist to help you keep your plan in compliance with many of the important rules. For additional information (including examples) on how to find, fix and […]

Individual Mandate Upheld as Tax

The majority found that the individual mandate could not be sustained under the Commerce Clause but does come within the Congress’ power to tax. Because the mandate was held Constitutional, the court did not have to reach the issue of severability. Document Excerpt Our precedent demonstrates that Congress had thepower to impose the exaction in […]

Article from Treasury & Risk

Interview with Pam Perdue regarding problems with target date funds in retirement plans.

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