Internal Revenue Service
also referred to as: irs
3 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 20, 2025 by Kevin Busque · said 9 times in 2 episodes since 2025 · across every show →
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brought up most by Kevin Busque (8), Tomer London (1)
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Feb 20, 2025
Feb 20, 2025
Busque: Operating a full-stack 401(k) requires compliance across SEC, IRS, and DOL
“So if you wanted to be completely full stack or bundled solution, you also had to become an RIA. Becoming a registered investment advisor means you have to register with the SEC. The SEC has all of these different things. Now you have the SEC, the IRS, and the…”
Feb 20, 2025
Busque: Guideline hired an ERISA attorney as its first employee
“Our first employee was actually a lawyer. And this was a person, you know, generally not fresh out of law school, but somebody young enough to essentially interpret, interpret ERISA, the IRS regulations, Department of Labor, SEC, et cetera. And that was really…”