Belgarath Posted May 22, 2014 Posted May 22, 2014 Assuming you aren't a TPA for any non-U.S. retirement plans, there shouldn't be any concern for a "regular" non-investment institution TPA about FATCA compliance, right?
Peter Gulia Posted May 22, 2014 Posted May 22, 2014 http://www.groom.com/media/publication/1423_FATCA_Compliance_Challenges.pdf Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com
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