Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
AimPoint Pension
|
Compass
|
Regional Vice President of Sales The Retirement Plan Company
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
PWBA Issues Guidance on Refinancing ESOP Loans
Deloitte & Touche Human Capital Advisory Services Nov. 5, 2002
Excerpt: An ERISA fiduciary's obligations with respect to deciding whether to refinance an ESOP securities acquisition loan is the subject of the Pension and Welfare Benefits Administration's first Field Assistance Bulletin ... The Internal Revenue Service has addressed many of the tax issues, including the Internal Revenue Code's prohibited transactions provisions, in a series of private letter rulings.... FAB 2002-1 is the PWBA's first public guidance on the relevant ERISA issues.
|
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |