Blog

Safety Tips
Personal Insurance

New Year’s Safety Tips

Everyone loves a good New Year’s Eve party! The best part is watching the ball drop as we say goodbye to the old year and

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pension dates
Retirement Plans

2017 Pension Dates to Remember

Pensions have key dates for filing and disclosures that a plan trustee should be aware of. We have produced a printer friendly PDF version of

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2017 Pension Limits
Retirement Plans

2017 Pension Limits

Each year, the IRS sets limits for pension plans. These limits are reviewed annually and adjusted for inflation. Here are some of the 2017 pension

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Compliance Update
Compliance Update

Notice 2016-66 [Compliance Update]

On November 1, 2016, the Department of the Treasury and the Internal Revenue Service (the “IRS”) issued Notice 2016-66. The Notice describes a certain type

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Technical Memorandum
Technical Memorandum

Notice 2016-66 [Technical Memorandum]

The Department of the Treasury and the IRS recently issued Notice 2016-66, identifying a certain type of captive insurance company as a “transaction of interest”. 

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