This webcast demonstrates the Section 4975(e)(2)(G) 50-percent-or-more disqualified person criterion complement manifests management and investment risk diversification symmetric matrices. The matrices enable important public policy retirement plan management and investment risk diversification general rule standards. However, whenever there are general rules, exceptions are sure to follow.
Lessons from Rollins
The Private Foundation (Self-Dealing Activity: Incidental Benefit) Transition
The Retirement Plan (Self-Dealing Activity: Incidental Benefit) Transition
Revisiting Rollins and Other Retirement Plan Risk Diversification Examples
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate