Tag: IRS

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

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?

The Trend Towards Multi-Sector Credit Strategies Learn why multi-sector credit strategies are particularly well-suited for today's market and the factors contributing to the segment's significant growth over the past five years.

Cash-balance liabilities: A new investment framework With no natural liability-hedging asset, cash-balance plans require a unique investment lens

INVESTING ABROAD What are the benefits of international investing?

Charting the LDI opportunity set A clear view of the U.S. long bond market is crucial for defined benefit plan sponsors seeking to hedge long-term liabilities. Our new map of the market can help sponsors understand the opportunities and challenges in the LDI universe and craft effective investment strategy.