Compliance | October 23rd, 2006 Full IRA Income to be Used for Tax Calculation of NY Part-year Residents October 23, 2006 (PLANSPONSOR.com) - New York's Division of Tax Appeals has recently decided that the full amount of an...
Compliance | October 20th, 2006 Court: Missing 401(k) Beneficiary Info Doesn't Invalidate Form October 20, 2006 (PLANSPONSOR.com) - Rejecting a lower court's finding that a 401(k) participant's beneficiary designation of his stepdaughter was...
Compliance | October 20th, 2006 Court Denies Retiree Interest on Delayed Distribution October 20, 2006 (PLANSPONSOR.com) - The US District Court for the Northern District of Georgia has determined that a former...
Compliance | October 19th, 2006 IRS Puts Out Final Rule for Electronic Benefit Notices, Elections October 19, 2006 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) on Wednesday issued a final rule governing how employee benefit...
Compliance | October 18th, 2006 IRS Puts Out 2007 Plan Limit Changes October 18, 2006 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) on Wednesday unveiled the maximum benefit and contribution limits on...
Compliance | October 13th, 2006 Court Rules Plan Must Comply with Posthumous QDRO October 13, 2006 (PLANSPONSOR.com) - The US District Court for the Northern District of Illinois has ruled that a pension...
Compliance | October 12th, 2006 UK Regulator Clears Up Rules on Lump Sum Death Benefits October 12, 2006 (PLANSPONSOR.com) - The UK's pension watchdog said that pension schemes that accept new participants for lump sum...
Compliance | October 5th, 2006 Court Says Death from Blood Clot not Accidental October 5, 2006 (PLANSPONSOR.com) - The US District Court for the Eastern District of Missouri ruled that the beneficiaries of...
Compliance | October 4th, 2006 Feds Delay 409A Regs Enforcement for a Year October 4, 2006 (PLANSPONSOR.com) - Companies with nonqualified deferred compensation plans (NQDC) will now have an extra year to make...
Compliance | October 3rd, 2006 Supreme Court Lets Stand QPSA Decision October 3, 2006 (PLANSPONSOR.com) - The US Supreme Court denied a petition to hear a case in which the 9th...
Compliance | September 29th, 2006 IRS Implements Lifting of 10% Early Withdrawal Penalty for Reservists September 29, 2006 (PLANSPONSOR.com) - Federal officials have announced that active duty military reservists no longer have to pay the...
Benefits | September 20th, 2006 "Out-of-the-Box" Withdrawal Strategies Can Prolong Retirement Income September 20, 2006 (PLANSPONSOR.com) - The first Insights Report from the new Fidelity Research Institute shows how new withdrawal strategies...
Compliance | September 8th, 2006 Judge Throws Out Spousal Waiver of Benefits September 8, 2006 (PLANSPONSOR.com) - A federal judge in New York has agreed with a woman who claimed that a...
Compliance | August 30th, 2006 IRS Distributes Final ESOP Redemption Rules August 30, 2006 (PLANSPONSOR.com) - Federal officials have released final tax rules, which feature without significant changes proposed regulations governing...
Compliance | August 29th, 2006 IRS Delays Implementing 403(b) Regs to 2008 August 29, 2006 (PLANSPONSOR.com) - Saying they wanted to give 403(b) plan sponsors and others associated with the plans more...
Compliance | August 14th, 2006 Plan Reimbursements to Designated Beneficiaries Not Excludable from Gross Income August 14, 2006 (PLANSPONSOR.com) - Amounts paid to an employee under a reimbursement plan are not excludable from ...
Compliance | August 11th, 2006 IRS Issues HSA Trustee/Custodian Reminder August 11, 2005 (PLANSPONSOR.com) - Federal tax officials have issued a reminder about the rules under which trustees or custodians...
Compliance | August 9th, 2006 Tax Officials Put Out Protected Benefits Guidance August 9, 2006 (PLANSPONSOR.com) - Federal officials have released final rules to help explain how a federal tax code section,...
Benefits | August 8th, 2006 Job Changers and Retirees Seek Advice for Plan Distributions August 8, 2006 (PLANSPONSOR.com) - Most job changers and retirees consulted at least one individual when making decisions regarding retirement...
Benefits | August 8th, 2006 Job Changers and Retirees Seek Advice for Plan Distributions August 8, 2006 (PLANSPONSOR.com) - Most job changers and retirees consulted at least one individual when making decisions regarding retirement...