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The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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Church plans' pensions dominate, but a 401(k) excessive fee case also makes the list.
The agency's taxpayer advocate says the IRS may not be prepared to handle employer-related ACA issues quickly.
CIO says managing assets internally is a great deal for taxpayers.
Actively managed funds and revenue sharing are deemed acceptable under ERISA.
Pensions just can't rely on investment returns to pad their coffers.
Employee benefits will feel the effects of political change as well as cultural change next year.
A new brief from Willis Towers Watson details actions that companies sponsoring pension plans might consider for 2017.