ERISA at 40: ‘Terrible’ or ‘A Job Well Done’?
While terms used to describe ERISA include “horrible” and “terrible,” a panel of experts agreed Tuesday that the law has had a positive impact.
Investing Implications of Inversions
Should your clients be investing in companies that have recently undergone a corporate inversion?
Treasury, IRS OK Deferred Income Annuities in 401(k)s
Target date funds that invest in deferred annuities can be used as default investments in 401(k) plans, Treasury and the IRS said Friday.
10 U.S. Companies With Lowest International Tax Rates
WalletHub recently released an analysis of taxes paid by the 100 largest firms and found S&P 100 companies pay about 22% less abroad.
Ex-PIMCO Money Manager Accused Firm of ETF Manipulation
The manager accused PIMCO in a lawsuit last year of manipulating the price of its Total Return ETF, then withdrew his complaint without explanation.
Anti-Money Laundering and Advisors: SEC Compliance vs. Best Practices
Yes, technically there is no requirement imposed upon investment advisors to maintain an anti-money laundering program, but try telling that to your SEC examiner.
Treasury, IRS Issue New Guidance to Curb Corporate Tax Inversions
The Treasury Department and IRS issued guidance late Monday to reduce the tax benefits of corporate inversions.
How to Join 9,000 Taxpayers With Romney-Sized IRAs
If it seems impossible to amass a fortune in an IRA during your lifetime, think again.
Treasury’s Crime Unit Floats New Customer ID Rules for BDs, Mutual Funds
Meanwhile, FinCEN continues to work with the SEC on anti-money laundering rules for advisors.
Motif Investing Targets Corporate Inversions
The recently launched Tax Inversion Targets motif is a 25-stock tradable index of potential tax-inversion targets domiciled in tax havens.