News & Analysis as of September 20, 2024

Mortgages › Employee Benefits

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The term "mortgage" typically refers to a mortgage loan. A mortgage loan is a financing instrument where an individual or business borrows money to purchase property (usually real property) and... more +

Mortgage or other Third Party Loan Investments in Your Plan? Do they Pass Muster under IRS Issue Snapshot?

Pullman & Comley - Labor, Employment and... on 8/31/2022

The IRS Issue Snapshot-Third Party Loans from Plans dated August 23, 2022 is a short advice document for examiners to use when auditing tax-qualified retirement plans that invest in mortgages or other third party loans. IRS...more

Weekly IRS Roundup March 22 – March 26, 2021

McDermott Will & Emery on 3/30/2021

Presented below is our summary of significant Internal Revenue Serve (IRS) guidance and relevant tax matters for the week of March 22, 2021 – March 26, 2021... March 22, 2021: The IRS issued Notice 2021-22, providing...more

Financial Daily Dose 2.20.2020 | Top Story: Fed Minutes Show Central Bank Happy With Economy, Worried About Coronavirus

Robins Kaplan LLP on 2/20/2020

Newly released minutes from the Fed’s January meeting show central bankers preoccupied with global risks, including the still-growing economic impact of the coronavirus, while still taking a wait-and-see approach to any...more

Your Daily Dose of Financial News

Robins Kaplan LLP on 11/2/2016

Merrill Lynch has already staked out the position in response to the DOL’s retirement account fiduciary duty rule that it would no longer offer commission-based IRAs to retirement savers. Yesterday, it effectively doubled...more

Unsecured Creditor Perspectives in Energy Restructurings

Morrison & Foerster LLP on 6/28/2016

This Practice Note provides guidance and advice to unsecured creditors in energy restructurings. This Note specifically addresses restructurings in the oil, gas, and coal industries and the strategies that unsecured creditors...more

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