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82 documents · 0.19sAllIRCERISAPBGCJoint Board
  1. 89 FR 32122 — Retirement Security Rule: Definition of an Investment Advice Fiduciary
    ERISAFinal Rules (FR)Apr 25, 2024
    …,723 $53,890 $5,223 $17,333 $2,016 $1,740 $23,597 $168,522 Retail Investor $26,505 $4,593 $3,080 $9,749 $2,016 $1,740 $14,809 $62,491 Institutional Investor $38,218 $49,297 $2,143 $7,584 $8,788 $106,030 Private Pension Investor $2,929 $1,688 $228 $4,386 (5 ) (5 ) $42
  2. U.S. Tax Court — Vincent Marquez v. Commissioner
    IRCCourt RulingsMay 20, 2009related by meaning
    flimited by sec . 72(p)(2)(A) to one .- half of his retirement account balance . 1, applies,,in this case . Petitioner is subject to the section 72(t) additional tax . To ; reflect our disposition of the issues , Decision will be entere d it, for respondent . r