Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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European Taxes on Cross-Border Pension Investments: Should Your Plan File for Refunds? (PDF)
Groom Law Group [Guidance Overview] Apr. 8, 2013
"[S]ome European tax advisors believe there may be a basis for a claim that taxes by EU countries that discriminate against non-EU (such as U.S.) pension funds compared to local funds may be impermissible ... As a result, U.S. plans with EU investments may wish to consider filing claims for refund of taxes on the basis of such nondiscrimination laws."
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