IRS Withdraws Proposed Regulations Affecting Nondiscrimination Requirements for Qualified Plans
As published in Steve Leimberg’s Employee Benefits and Retirement Planning Newsletter on April 25, 2016. Reproduced courtesy of Leimberg Information Services, Inc. (LISI) at https://www.leimbergservices.com. “The Internal Revenue Service recently announced the withdrawal of specific provisions of proposed regulations that were issued in January, 2016, related to the non-discrimination...Read More
0
Assisting Clients with Gun Trusts
As published in Steve Leimberg’s Estate Planning Newsletter on May 3, 2016. Reproduced courtesy of Leimberg Information Services, Inc. (LISI) at https://www.leimbergservices.com. “New regulations on gun trusts issued by the Bureau of Alcohol, Tobacco, Firearms, and Explosives change the rules concerning the purchase of firearms by gun trusts. Those interested in acquiring Title II...Read More
0
Can a Sponsor of an Employee Benefit Plan Embrace Socially Conscious Investing?
Many investors have embraced various forms of “impact investing” in which goals other than merely maximizing the rate of return may be employed. Examples include “Environmental, Social and Governance” (ESG) investing, Socially Responsible Investing (SRI) and Economically Targeted Investing (ETI). In each case, the investor has broader goals than pure profit. While an individual investor may...Read More
0
