A comprehensive overview of Non-Discrimination Testing in employee benefit plans, including historical context, types, key events, mathematical models, importance, applicability, examples, and more.
A Qualified Intermediary (QI) is a person or entity that plays a crucial role in facilitating a 1031 exchange, ensuring compliance with IRS regulations.
A Qualified Intermediary (QI) is an independent party who facilitates a 1031 exchange, ensuring compliance with IRS requirements.
An Enrolled Actuary is a professional recognized by the IRS, whose signature is essential for IRS Form 5500 to confirm the tax compliance of a pension plan.
