Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Compass
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AimPoint Pension
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Advisory Opinion 2006-09A: Whether IRA's Investment Is a Prohibited Transaction under Section 4975
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Official Guidance] Jan. 30, 2007 Excerpt: This advisory opinion concludes that a self-directed IRA's investment in notes of a corporation, a majority of whose stock is owned by the daughter and son-in-law of the IRA owner, would be a prohibited transaction under the Internal Revenue Code. |
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