Tag: Internal Revenue Service (IRS)

When the IRS ended its determination letter program, it said it anticipates making exceptions based on program capacity to work...

Plan sponsors who have already submitted an Application for Determination for Terminating Plan in 2018 will receive a refund of...

Marcia Wagner, founder of The Wagner Law Group, answers questions about the IRS’ guidance about mortality tables that apply for...

The agency also issued information about how to obtain or re-establish an employer identification number (EIN) for a retirement plan...

The House GOP majority adopted a unified version of the Tax Cuts and Jobs Act Tuesday afternoon; they may have...

IRS compliance questions have been removed from the form.

Following the earliest stages of debate, both the House and the Senate seem to have backed away from major changes...

The agency also issued a reminder that a certain amount of flexible spending account assets can be rolled over to...

The tables are to be used for determining contributions to DB plans and permitted disparity in DC plan contributions.

Among other changes of note for plan sponsors, the proposal “applies a single aggregate limit to contributions for an employee...

The memo lists actions plan sponsors should take to locate missing participants in order not to be challenged on violating...

The GOP tax reform proposal leaves 401(k) deferrals alone, but there are other significant reforms in the package that would...

The agency has relaxed loan and hardship distribution rules.

Among its list for retirement plans are projects for which guidance has been long-awaited from the agencies.

In response to a private letter ruling from the IRS, ICMA-RC will provide its public-sector clients with a model 457(b)...

IRS says missed repayments can be addressed in the following quarter or that participants can refinance a loan, but that...

Following the IRS' curtailment the determination letter program for retirement plan sponsors, McDermott Will & Emery is releasing an opinion...

“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine...

Plan sponsors will have a number of new compliance checks to keep in mind.

The list of regulatory and legislative challenges affecting employers and their retirement plan consultants can seem endless, and when linked...