NeftalyP000-5-7-37 NeftalyCFR-37 Neftaly Tax Services Office Retirement Plan Tax Services Unit

NeftalyP000-5-7-37 | NeftalyCFR-37
Neftaly Tax Services Office – Retirement Plan Tax Services Unit

The Neftaly Retirement Plan Tax Services Unit oversees tax compliance and regulatory reporting for retirement and benefit plans. The unit ensures adherence to applicable tax laws and fiduciary requirements, manages filings and disclosures, supports audits and reviews, and provides guidance to maintain qualified plan status and long-term compliance.

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