Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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Does Peek v. Comm'r Extend to 'Rollover as Business Start-ups' Arrangements?
Latham & Watkins June 13, 2013 "While the Peek case represents a significant development in the tax laws applicable to IRAs, the case should not adversely impact typical [Rollover as Business Start-ups (ROBS)] arrangements, which qualify for a special exemption to certain prohibited transaction rules under ERISA Section 408(e), and are generally subject to different regulatory requirements." |
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