Tag: Internal Revenue Service (IRS)

Rules affecting cross-tested plans were included in proposed guidance providing nondiscrimination testing relief for certain DB plans.

April 30 is the deadline for employers using preapproved retirement plan documents to sign an updated version.

Administering tribal government retirement plans requires understanding of federal law, state law and tribal law.

The Treasury Department and the IRS use the Priority Guidance Plan each year to identify and prioritize the tax issues...

A federal district court recently denied the IRS’ motion to dismiss the suit.

The IRS proposal would provide guidance about any employer that has withdrawn from the plan and entered into a “make-whole”...

The agency is hosting a webinar about the 2015 Cumulative List.

The guidance includes prohibited changes to a safe harbor retirement plan.

The proposed rule will help closed DB plans continue to satisfy minimum coverage and other testing requirements.

The IRS has issued updated procedures for requesting letter rulings and has made changes to VCP fees.

The agency has added references to 403(b) pre-approved plans in its user fee guidance.

The IRS is making changes to the program in anticipation of its elimination.

IRS guidance applies same-gender marriage court decision to retirement plans.

Some plan sponsors can answer the new compliance questions on paper, shielding them from public scrutiny online.

Current Internal Revenue Service employee benefit plan examinations initiatives heading into 2016 match closely the priories announced for the year...

The agency will share examination program priorities for the new year, among other things.

“Our 403(b) plan has an employee mandatory contribution feature that is a condition of employment.

The Internal Revenue Service is implementing new market rate of return rules for hybrid pension plans.

“I realized that, per our retirement plan safe harbor provisions for hardship distributions, elective deferrals from all of our retirement...