Farmer & Betts, Inc.
Pension Rights Center
EPIC Retirement Plan Services
Loren D. Stark Company
Retirement Plan Consultants
Kentucky Trust Company
Pension Plan Specialists
Nicholas Pension Consultants
Retirement Industry Trust Association (RITA)
RTD Financial Advisors
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
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|Large IRAs and High-Income Retirement Savers Targeted by Amendment to Budget Reconciliation Bill|
Ropes & Gray LLP
Sept. 21, 2021
"[S]ome of the key retirement plan rule modifications found in Chairman Neal's amendment:  Prohibition on rollovers to Roth IRAs and certain Roth conversions ...  Prohibition of certain private investments by IRAs ...  Contribution limit for retirement account balances of $10 Million or More ...  New reporting mandate for aggregate account balances exceeding $2.5 million ...  Extension of the statute of limitations with respect to IRA noncompliance."
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