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Retirement Plan › Internal Revenue Service › Fees

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Fee disclosures can be improved

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The fee disclosure regulations were one of the best things that ever happened to the retirement plan business. Yet, what is great, can be improved....more

Faegre Drinker Biddle & Reath LLP

Managing IRAs: Charging Different Fees for Different Investments

Faegre Drinker Biddle & Reath LLP on

Registered investment advisers, including dual registrant broker-dealers (collectively “advisers”) who provide discretionary investment management services to individual retirement accounts (IRAs), are fiduciaries under the...more

Robinson & Cole LLP

IRS Issues Changes to Voluntary Compliance Program User Fees

Robinson & Cole LLP on

On January 2, 2018, the Internal Revenue Service(IRS) issued Internal Revenue Bulletin 2018-1, containing Internal Revenue Procedure 2018-4, which includes new user fees for submissions under the Voluntary Correction Program...more

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