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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Text of IRS Announcement 2017-4: Non-Applicability of Section 4975 Excise Taxes to Conform with DOL Temporary Enforcement Policy on Fiduciary Duty Rule (PDF)
Internal Revenue Service [IRS] [Official Guidance] Mar. 28, 2017
"This announcement provides relief from certain excise taxes under Section 4975 of the Internal Revenue Code, and any related reporting requirements, to conform to the temporary enforcement policy described by the [DOL] in Field Assistance Bulletin (FAB) 2017-01 with respect to the final fiduciary duty rule ... and related prohibited transaction exemptions[.]"
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