Benefits | November 15th, 2007 The Tale of Two Mrs. Mabes November 15, 2007 (PLANSPONSOR.com) - Two North Carolina women claim to have been married to a cash balance plan participant...
Compliance | November 13th, 2007 IRS Reminds Taxpayers about Retirement Savings Credit November 13, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued out a reminder to low- and moderate-income workers...
Compliance | November 7th, 2007 IRS, States to Share Info From Employment Tax Exams November 7, 2007 (PLANSPONSOR.com) - The Internal Revenue Service and more than two dozen state workforce agencies say they have...
Compliance | November 6th, 2007 Lump Sum Distribution Mortality Table Released November 6, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) on Tuesday issued Revenue Ruling 2007-67 indicating the required mortality...
Compliance | October 31st, 2007 That Complaint from the FTC? It's a Fraud. October 31, 2007 (PLANSPONSOR.com) - Scammers are now trying to get onto your computer - by pretending to be a...
Compliance | October 26th, 2007 NY Adjusts Stock Option Allocation Rules for Part-year Residents October 26, 2007 (PLANSPONSOR.com) - The New York State Department of Taxation and Finance has modified amended rules for the...
Compliance | October 24th, 2007 IRS Extends 409A Tax Reporting Guidance to 2007 October 24, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued interim guidance generally extending to 2007 the 409A...
Compliance | October 22nd, 2007 Feds Grant 409A Compliance Delay Requests October 22, 2007 (PLANSPONSOR.com) - After months of direct pressure from the deferred compensation community with at least two pleas...
Products | October 18th, 2007 DATAIR Unveils 2007 5500 Series Forms October 18, 2007 (PLANSPONSOR.com) - A Westmont, Illinois-based software provider says it is the first vendor to win government approval...
Compliance | October 18th, 2007 401(k) 2008 Limit Stays at $15,500 October 18, 2007 (PLANSPONSOR.com) - Federal tax officials on Thursday released the new pension plan dollar limits with cost-of-living adjustments...
Compliance | October 17th, 2007 SSA Announces 2008 Cost-of-Living Increase October 17, 2007 (PLANSPONSOR.com) - The Social Security Administration announced the monthly Social Security and Supplemental Security Income benefits for...
Compliance | October 9th, 2007 IRS Issues Guidance on Yield Curve to be Used for PPA Funding Rules October 9, 2007 (PLANSPONSOR.com) - The Treasury Department and the Internal Revenue Service (IRS) on Tuesday issued a notice providing...
Compliance | October 8th, 2007 IRS Highlights Ways to Avoid Most Common 401(k) Mistakes October 8, 2007 (PLANSPONSOR.com) - The Internal Revenue Services has released a list of the 11 most common mistakes made...
Compliance | October 3rd, 2007 Woman Killed by Husband who Committed Suicide not a Surviving Spouse October 3, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Northern District of Illinois has ruled the estate of...
Compliance | September 25th, 2007 IRS Now Offers Real-Time EINs September 25, 2007 (PLANSPONSOR.com) - The Internal Revenue Service now has a way for plan sponsors (and other taxpayers) to...
Compliance | September 24th, 2007 Law Firms Ask for Second 409A Deadline Delay September 24, 2007 (PLANSPONSOR.com) - A group of nearly 100 law firms has once again asked the Internal Revenue Service...
Compliance | September 19th, 2007 IRS Announces Temporary Halt to Determination Letter Process September 19, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) announced on Wednesday it will temporarily stop taking applications from...
Compliance | September 14th, 2007 ICI Asks for Implementation Delay for New 403(b) Transfer Rule September 14, 2007 (PLANSPONSOR.COM) - The Investment Company Institute (ICI), a mutual fund trade group, has asked the U.S. Treasury...
Compliance | September 11th, 2007 DoL Puts Out Annuity Provider Selection Guidance September 11, 2007 (PLANSPONSOR.com) - The U.S. Department of Labor (DoL) on Tuesday issued two rules under the Pension Protection...
Compliance | September 10th, 2007 IRS Extends Deadline for 409A Document Compliance September 10, 2007 (PLANSPONSOR.com) - The Treasury Department and the Internal Revenue Service (IRS) on Monday issued Notice 2007-78 giving...