Posts made in April, 2016


SBCA, along with our friends at ARA (ASPPA) have met the 4th challenge to cross tested retirement plans and have succeeded once again!  The importance of beating back this challenge should not be underestimated.  Here’s what happened:   At the end of January, Treasury and IRS issued  proposed regulations which a) assisted frozen defined benefit plans in meeting non-discrimination tests and very surprisingly, b)  adversely changed...

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