Through periodic Client Alerts, we keep you abreast of regulatory and legislative changes that affect your plan. These alerts are sent directly to your preferred e-mail address, generally within 24 hours after the news has been made public.

Below is an archive of our most recent updates. If you are looking for an alert that is not listed here, please email .

IRS Issues COLI Reporting Form 8925, 1/17/08

• Form 8925

IRS Notice 2007-89: §409A reporting and wage withholding for 2007, 11/14/07

IRS issues regulations on COLI reporting, 11/14/07

IRS Notice 2007-86 Extension of §409A Deadline (2), 10/24/07

IRS Notice 2007-86 Extension of §409A Deadline, 10/23/07

• AALU Lobby Report 10/23/07

 

Neither Mesirow Financial nor its employees provide tax advice. Securities offered though Mesirow Financial, Inc,. Member NYSE/SIPC.