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Employee Benefits and Executive Compensation Associate Attorney Verrill
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Retirement Plan Administrator – Senior Associate PBMares
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Administrator/Consultant (DC and DB) TPA Professionals |
Retirement, LLC
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Nicholas Pension Consultants
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Membership Director: Independent Contractor Retirement Industry Trust Association (RITA)
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RTD Financial Advisors
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Pentegra
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Plumbers Local Union No. 1 Benefit Funds |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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EPIC: TPA/DPS
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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: [1] Prohibition on rollovers to Roth IRAs and certain Roth conversions ... [2] Prohibition of certain private investments by IRAs ... [3] Contribution limit for retirement account balances of $10 Million or More ... [4] New reporting mandate for aggregate account balances exceeding $2.5 million ... [5] Extension of the statute of limitations with respect to IRA noncompliance." |
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