Now that it is mid-2011, it is a good idea to review where things stand with your company’s dual and Puerto Rico-only qualified plans and master/group trusts. Unfortunately, many of the key US tax issues remain in limbo due to the lack of further IRS guidance.

The attached memo discusses the possible ways to proceed, whether to wait, and how you can participate in our ongoing efforts to persuade IRS and Treasury to issue favorable permanent relief.


Latest Resources


April 20, 2023

Groom Event



Groom Publication