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 the important

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 limits:

Qualified retirement plans offer many different investment options. One option, which is often overlooked, is life insurance. Under the right circumstances,

The kind of tree that adorns a person’s home during the holidays can provoke debate as much as Coke vs. Pepsi or Chevy vs. Ford. When it comes to Christmas

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 of

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