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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Do You Really Want to Do That? IRAs and the Prohibited Transaction Provisions (PDF)
Alston & Bird LLP [Guidance Overview] May 29, 2012
"The impact of the Code's prohibited transaction provisions on IRAs has been most recently highlighted in DOL guidance stating that cross-collateralization and indemnification provisions in brokerage and other account agreements related to IRAs result in non-exempt prohibited transactions. In addition, the DOL's proposed regulations to change the definition of 'fiduciary' appear to have raised awareness that providing services to IRAs presents prohibited transaction issues."
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