FlashPoint – Surprise! You Are (or Are Not) a Professional (and You Are (or Are Not) Covered by the PBGC!
We worked recently on an interesting matter that has rather far-reaching consequences for some sponsors of defined benefit and cash balance (collectively, DB) plans. Our client, a financial advisor to some retirement plans and mostly individuals, and a sponsor of a DB plan for employees at his firm, was recently audited by the IRS. During […]
- Posted by Ilene Ferenczy
- On April 12, 2017
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