Final Rules Seek to Expand In-Plan Longevity Annuity Access
July 1, 2014 (PLANSPONSOR.com) – The U.S. Department of the Treasury issued final rules regarding longevity annuities—aimed at bringing more...
Tag: IRS
IRS to Discuss 403(b) Pre-Approved Document Program
June 30, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will host a free phone forum about 403(b) retirement plans.
Benefits |
States With the Most Corrective Distributions
June 24, 2014 (PLANSPONSOR.com) – A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination...
IRS to Discuss Retirement Plans and Same-Gender Marriages
June 10, 2014 (PLANSPONSOR.com) – An upcoming phone forum hosted by the Internal Revenue Service (IRS) will cover updates to...
PSNC 2014: Washington Update
June 9, 2014 (PLANSPONSOR.com) - The Department of Labor (DOL) has increased full-scope audits of retirement plans, said Lisa Barton,...
Opinions |
Same-Sex Marriage Benefits: What Plan Sponsors Need to Know Now
May 29, 2014 (PLANSPONSOR.com) - In U.S. v. Windsor, the U.S. Supreme Court issued a clear message: Same-sex marriages should...
Puerto Rico Pension Codes Misapplied on Form 5500
May 22, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has found some plan sponsors misunderstand Puerto Rico-related pension feature...
IRS OKs Mid-Year Safe Harbor Plan Windsor Updates
May 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) announced safe harbor retirement plans can be amended mid-year for...
Warning to NQDC Plan Sponsors: The IRS May Be Coming
May 15, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has launched an audit initiative aimed at compliance with the...
IRS to Discuss Related Employer Issues
May 8, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will hold a free phone forum this month about related...
What Will the IRS Be Looking into Next?
April 30, 2014 (PLANSPONSOR.com) – In 2010, the Internal Revenue Service (IRS) launched a large compliance project, the 401(k) Questionnaire.
Multinationals May Have to Register Non-U.S. Retirement Plans
April 14 2014 (PLANSPONSOR.com) – Multinational employers that sponsor non-U.S. retirement plans may have new requirements under the Foreign Account...
(b)lines Ask the Experts – Delay of Pre-Approved Plan Documents
April 8, 2014 (PLANSPONSOR (b)lines) – “Are we expecting vendor-provided 403(b) prototype documents anytime soon? I seem to recall from...
Not All Retirement Plans Must Be Amended for Windsor
April 7, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has released guidance on the treatment of marriages of same-gender...
IRS Guidance Eases Rollover Processing
April 3, 2014 (PLANSPONSOR.com) - The U.S. Department of the Treasury and the Internal Revenue Service (IRS) have issued guidance...
IRS Modifies Procedures for Pre-Approved 403(b)s
March 26, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has modified Revenue Procedure 2013-22, which sets forth procedures for...
No Shortage of Challenges or Chances
March 24, 2014 (PLANSPONSOR.com) – Retirement advice professionals must confront some acute challenges in the months and years ahead to...
Benefits |
Reporting and Disclosure Requirements for Non-ERISA Plans
March 24, 2014 (PLANSPONSOR.com) – Financial and retirement services provider Prudential has created a 2014 Compliance Checklist for retirement plans...
How to Avoid (or Survive) a Plan Audit
March 24, 2014 (PLANSPONSOR.com) – Aggregate qualified retirement plan audit data from the Department of Labor (DOL) shows that, of...
Opinions |
IRS Linking 403(b) Plans to Former 501(c)(3) Organizations
March 14, 2014 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has rolled out its next 403(b) Compliance Check questionnaire.