Compliance | September 7th, 2007 Court OKs Service-Based Retirement Definition for Cash Balance Plan September 7, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Northern District of Illinois has determined a cash balance...
Compliance | August 29th, 2007 That E-Mail From the IRS? It Isn't. August 29, 2007 (PLANSPONSOR.com) - The Internal Revenue Service may be interested in your feedback - but they aren't going...
Compliance | August 28th, 2007 IRS Issues Guidance on Benefit Limits for Underfunded DB Plans August 28, 2007 (PLANSPONSOR.com) - The Treasury Department and Internal Revenue Service (IRS) have issued proposed regulations providing guidance on...
Compliance | August 21st, 2007 IRS Clarifies Annuity Investment Diversification Requirements August 21, 2007 (PLANSPONSOR.com) - Federal tax officials on Tuesday issued Revenue Ruling 2007-58 to supplement their 2004 pronouncement on...
Compliance | August 16th, 2007 Benefit Award to Participant's Ex-Wife Upheld under ERISA August 16, 2007 (PLANSPONSOR.com) - A federal appellate court has thrown out a lower court decision awarding the estate of...
Compliance | August 15th, 2007 COLAs Must be Included in Lump-Sum Benefits for DB Participants August 15, 2007 (PLANSPONSOR.com) - The 7th U.S. Circuit Court of Appeals has determined that cost-of-living adjustments (COLAs) provided to...
Compliance | August 15th, 2007 IRS Clarifies Dependent Care FSA Rules August 14, 2007 (PLANSPONSOR.com) - Employees can pay day camp expenses with their dependent care flexible spending accounts (FSA) but...
Compliance | August 13th, 2007 IRS Lends Helping Hand on Plan Retirement Age Changes August 13, 2007 (PLANSPONSOR.com) - Plan sponsors will have more time to comply with Internal Revenue Service (IRS) phased retirement...
Compliance | August 9th, 2007 IRS Extends Transitional Relief for Indian Tribal Plans August 9, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued Notice 2007-67 extending the time Indian Tribal Governments...
Compliance | August 8th, 2007 IRS Clarifies 409A NQDC Rules' Impact on Teacher Comp August 8, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued new publications to explain how the 409A nonqualified...
Compliance | August 3rd, 2007 IRS Puts Out Updated Cafeteria Benefit Plan Proposed Regs August 3, 2007 (PLANSPONSOR.COM) - Employers offering cafeteria plan benefits are getting new guidance with the release of new proposed...
Compliance | July 31st, 2007 Court Denies Reimbursement of Losses from 401(k) Withdrawal Delay July 31, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Eastern District of Arkansas has denied a former 401(k)...
Compliance | July 30th, 2007 Enron Looks to the Courts to Force Hewitt to Recalculate Settlement Distributions July 30, 2007 (PLANSPONSOR.com) - Enron plans to fire the company that miscalculated nearly $22 million of the $89 million...
Compliance | July 23rd, 2007 Final 403(b) Regs Give Sponsors a Break on their Effective Date July 23, 2007 (PLANSPONSOR.com) - Many 403(b) plan sponsors will be breathing a sigh of relief with word that final...
Compliance | July 13th, 2007 Tax Court Rejects Hepatitis Early Withdrawal Penalty Exception July 13, 2007 (PLANSPONSOR.com) - A participant who tried to claim the disability exception to the required 10% early withdrawal...
Compliance | July 6th, 2007 Stock Taxable When Options Exercised July 6, 2007 (PLANSPONSOR.com) - The 7th U.S. Circuit Court of Appeals has ruled that a taxpayer was incorrect when...
Compliance | July 6th, 2007 IRS Clarifies Rules on Transfers of Substantially Vested Stock July 6, 2007 (PLANSPONSOR.com) - In its latest revenue ruling the Internal Revenue Service (IRS) clarifies the tax consequences under...
Compliance | July 3rd, 2007 IRS Warns of Late Opinion Letter Request Consequences July 3, 2007 (PLANSPONSOR.com) - Sponsors or their representatives who apply late for an Internal Revenue Service (IRS) opinion or...
Compliance | June 27th, 2007 Committee Gives Recommendations for Pre-approved Plan Compliance June 27, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued a report from the IRS Advisory Committee on...
Compliance | June 22nd, 2007 Participant's Ex-Wife Gets Surviving Spouse Benefits Under QDRO June 22, 2007 (PLANSPONSOR.COM) - A federal judge in Kentucky has ruled that a deceased retirement plan participant's ex-wife should...