Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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IRS Grants Waiver of 60-Day Rollover Deadline Where Taxpayers Were Theft Victims
Internal Revenue Service [IRS] [Official Guidance] July 7, 2003
Private Letter Ruling 200327064 (April 9, 2003). Excerpt: Taxpayers became aware of the misappropriation of funds late in 2002, when they did not receive [IRA] statements .... After investigating the matter with the custodians of such IRAs, Taxpayers learned that the account statements were being misdirected to another address, which Taxpayers later discovered was the address that Individual C had provided to the custodians in order to conceal his misappropriation of funds.
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