Diane Wilcox

Diane Wilcox


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Latest Publications


Relief Offered by DOL for Cross-Collateral Agreements Impacting IRAs and ERISA Retirement Plans

The Department of Labor (DOL) has proposed retroactive relief and a limited repair period for certain common extensions of credit found in agreements between financial institutions and the accountholders of individual...more

6/24/2013 - Cross-Collateralization Agreements DOL ERISA IRA

Compliance Corner: Review of IRS 2013 Audit Priorities

Although the Internal Revenue Service (IRS) is engaged in a variety of ongoing qualified plan compliance, education and audit projects, it is targeting certain types of retirement plans and activities in 2013....more

6/24/2013 - 401k 403(b) Plans Audits Compliance IRS Retirement Plan

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