Woman Sentenced to Prison for 401(k) Theft
July 8, 2009 (PLANSPONSOR.com) - A woman who was accused of fraudulently arranging for an $18,000 401(k) plan distribution from...
Tag: IRS
Supreme Court Decision Governs Michigan Benefits Suit
July 6, 2009 (PLANSPONSOR.com) - Applying a recent U.S. Supreme Court case dealing with disputed benefits payouts, a federal judge...
Fiduciaries May Need to Report Foreign Plan Investments
June 25, 2009 (PLANSPONSOR.com) - Retirement plan fiduciaries may have another acronym to worry about - FBAR - which is...
IRS Finalizes List of 403(b) Documents Declared Out-of-Date
June 23, 2009 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has finalized its list of guidance documents issued in the...
Common Law Spouse Wins Right to Plan Distributions
June 19, 2009 (PLANSPONSOR.com) - Once two 401(k) plan administrators learned a dead participant's common-law spouse was legally validating her...
IRS Adds Tools to Help Prepare for Plan Audits
June 19, 2009 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has recently added updated tools to its Employee Plan Team...
The IRS: We want to Save Employers $$ on Cell Phone Taxes
June 12, 2009 (PLANSPONSOR.com) - An Internal Revenue Service (IRS) official, in an anonymous Reuters interview, asserted the tax agency...
IRS Proposes Safe Harbor Rule for Taxing Work Cell Phone Use
June 11, 2009 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) is considering a new rule to tax a quarter of...
Getting Govt. Bailout Funds Doesn't Trigger 409A 'Change in Control'
June 4, 2009 (PLANSPONSOR.com) - Companies with a non-qualified deferred compensation plan (NQDC) under 409A can't make a payment under...
IRS Releases Stimulus Package Employer Tax Credit Guidance
May 28, 2009 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued guidance to employers about a Work Opportunity Tax...
Benefits |
Airline Alleges Sham Divorces are Pension Scam
May 26, 2009 (PLANSPONSOR.com) - Continental Airlines is suing nine pilots and their spouses for allegedly faking divorces to circumvent...
Benefits |
Nearly Half of Terminated Workers Kept Assets in 401(k) Plan
May 21, 2009 (PLANSPONSOR.com) - Some 43% of the assets held by workers in 401(k) plans administered by Charles Schwab...
IRS Opens Door for Safe Harbor Contribution Cuts
May 18, 2009 (PLANSPONSOR.com) - The Internal Revenue Service has proposed rules that would permit employers affected by substantial business...
Retiree Health Care Waiver not Taxable Income
May 15, 2009 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has ruled that an arrangement under which employees could give...
IRS Distributes Pension Withholding Procedures
May 14, 2009 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has put out new withholding adjustment procedures for pension plans...
403(b) Summit: The IRS is Coming
May 6, 2009 (PLANSPONSOR.com) - The IRS is not going to regulate 403(b) changes and not follow up, so plan...
Products |
Database Lists Millions in Unclaimed Retirement Benefits
May 5, 2009 (PLANSPONSOR.com) - PenChecks, Inc. has records of almost $151 million in unclaimed retirement benefits.
AT&T Did not Improperly Delay QDRO Payment
May 1, 2009 (PLANSPONSOR.com) - The U.S. District Court for the Eastern District of Missouri has found that AT&T Inc.'s...
IRS Releases Proposed 403(b) Prototype Document Program
April 14, 2009 (PLANSPONSOR.COM) - As PLANSPONSOR's 2nd annual 403(b) Summit was opening, the Internal Revenue Service (IRS) unveiled the...
Happy Tax Freedom Day!
April 13, 2009 (PLANSPONSOR.com) - While most of us are all too aware of the significance of April 15, today...