Tag: IRS

Risk May 5, 2020

Pandemic Relief Could Risk Spousal Retirement Security

Women at higher risk of being hurt by easing of retirement savings requirements.

Regulation November 22, 2019

Here’s How to Boost Tax Collection, Says Larry Summers

Increase IRS audits, which are shrinking. This would help narrow the budget deficit, ex-Treasury secretary contends.

Regulation July 15, 2019

IRS Issues Endowment Tax Regulations

Higher education foundations finally get guidance on 2017 excise tax.

Regulation April 10, 2019

Senators Grill the Feds After Allowing Retirees to Receive Lump-Sum Benefits

Retirees sometimes left devoid of important information in buyout decision–making process, lawmakers argue.

Regulation July 2, 2018

IRS Proposes Regulations to Soften Endowment Tax Hit

Clarification of 1.4% excise tax could reduce amount paid by universities.

Newsmakers July 2, 2018

Ohio CEO Convicted of 401(k) Fraud

Attevo Inc.’s Charles Snyder allegedly used funds to support ‘lavish lifestyle.’

Newsmakers October 23, 2017

IRS Raises Pension Contribution Limits

Changes include increased contribution limits for 401(k), 403(b), and most 457 plans.

Risk June 14, 2017

IRS’ Delay in Implementing Mortality Tables Affects Pension Decisions

Move means plan contributions, PBGC premiums may rise.

Industry White Papers

Optimizing Pension Risk Transfer Timing and Execution Pension risk transfer transaction timing is always important — but now more than ever.

2020 Long-term Capital Market Assumptions Q3 Update

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.