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January 31, 2017

Agencies Say Church Plan Interpretation Deserves Deference

“If there were any doubt about the best interpretation of the church-plan definition, it would be resolved by the position adopted and consistently applied by the IRS, DOL, and PBGC,” counsel for the agencies state in an amicus curiae brief filed with the Supreme Court.

January 20, 2017

Everything You Wanted to Know About Form 5500

The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review.