Bates & Company, Inc.
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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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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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IRS Addresses Third-Party Loans in Retirement Plans
Mercer [Guidance Overview] Sept. 27, 2022 "Neither the Internal Revenue Code nor ERISA prohibits a qualified retirement plan from investing in third-party loans, but IRS considers such transactions especially susceptible to fraudulent reporting. The snapshot flags several potential concerns[.]" |
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