Rights Reserved Alson R. Martin Lathrop & Gage LLP 10851 Mastin Boulevard Suite 1000 Overland Park, KS 66210-1669 I………. EXPANDED FIDUCIARY DEFINITION FOR TAX DEFERRED RETIREMENT ASSETS & NEW RESTRICTIONS ON ADVISERS’ CONFLICTS OF INTEREST……………… 1 A…….. Effective...

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...

SBCA Alert 3/25/2016 

While much of the attention and coverage of the 2016 elections has thus far been focused on the Presidential elections, particularly with the commencement of the party primaries, the Senate will be a critical ground for both parties in 2016. Due to the present districting of the House of Representatives, there is almost no chance of Democrats being able to pick up enough seats to become the majority in the House. However, in the...

SBCA Alert 1/21/2016