Tag: Retirement Industry

Jeffrey Wallace Joins M&I

August 10, 2011 (PLANSPONSOR.com) – M&I Institutional Trust Services has named Jeffrey Wallace as Vice President and Regional Sales Director for California and Nevada. 

Tax Court Catches Phony ESOP

June 10, 2011(PLANSPONSOR.com) - According to the U.S. Tax Court, since 1988 Mark Warmoth created two corporations that manufactured nothing except tax-saving retirement plans for their founder.

ERIC Supports Electronic Disclosures

June 6, 2011(PLANSPONSOR.com) - In a letter to the Department of Labor (DoL), the ERISA Industry Committee (ERIC) explained its belief that electronic disclosures will improve efficiencies at every step in a retirement plan.