LRS, Author at Leading Retirement Solutions

Retirement Plan Compliance, Regulations & Legislative Updates

IRS Releases 403(b) Plan Compliance Checklist

October 2012, the IRS has released its first ever 403(b) Plan Compliance Checklist. The release of a retirement plan compliance checklist for 403(b) Plans is an exciting enhancement helping nonprofit organizations.

Nov 2, 2012

ROBS (Rollovers as Business Startups)

What plan violations does RPG most often identify as a result of the ROBS Audit?

The list of “obvious” violations is long. In a large number of cases, individuals who purchase a ROBS transaction unintentionally self-deal with their retirement …

Nov 2, 2012