Compliance | June 15th, 2007 Senate Moves to Extend Early Withdrawal Penalty Exemption for Reservists June 15, 2007 (PLANSPONSOR.com) - A bill introduced in the U.S. Senate would make permanent the exemption for reservists or...
Compliance | June 13th, 2007 IRS Adjusts Determination Letter Application Cycles June 13, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued Revenue Procedure 2007-44, which modifies plan amendment and...
Compliance | June 1st, 2007 IRS Proposes Rules for Stepped Up HSA Employer Contribs June 1, 2007 (PLANSPONSOR.com) - Employers contributing to employees' health savings accounts would be allowed to step up those contributions...
Compliance | May 31st, 2007 Mid-Year Amendments to 401(k) Safe Harbor Plans OK May 31, 2007 (PLANSPONSOR.com) - The Internal Revenue Service has issued guidance sanctioning mid-year changes to 401(k) safe harbor plans...
Compliance | May 31st, 2007 IRS Release Guidelines on Substitute Mortality Table Requests May 31, 2007 (PLANSPONSOR.com) - The Internal Revenue Service released Thursday the procedure employers must take if they want to...
Compliance | May 22nd, 2007 IRS Releases Final Rules on In-service Distributions Past Retirement Age May 22, 2007 (PLANSPONSOR.com) - The Treasury Department and Internal Revenue Service (IRS) have released final rules permitting distributions to...
Products | May 11th, 2007 Lincoln Offers Variable Annuity Guaranteed Distribution Option May 11, 2007 (PLANSPONSOR.com) - Lincoln National Life Insurance Company now offers defined contribution plan participants another distribution method for...
Compliance | April 13th, 2007 Lump-Sum Distribution Denial Goes Back to Plan for 2nd Look April 13, 2007 (PLANSPONSOR.com) - A federal judge in Illinois has concluded that a pension plan did not adequately consider...
Compliance | April 5th, 2007 IRS Issues Final, Comprehensive 415 Regulations April 5, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued final regulations under Section 415 of the Internal...
Products | April 3rd, 2007 SSA Death Master File Helps Prevent Wasted Checks and Fraud April 3, 2007 (PLANSPONSOR.com) - The National Technical Information Service (NTIS) has announced the official version of the Social Security...
Benefits | April 2nd, 2007 CBO Report Finds Flat Retirement Plan Participation April 2, 2007 (PLANSPONSOR.com) - Overall participation in tax-favored retirement plans remained stable at 50% between 2000 and 2003, a...
Benefits | March 20th, 2007 Saver's Credit Still a "Stealth" Benefit March 20, 2007 (PLANSPONSOR.com) - Surveys suggest that the take-up rate on the so-called Saver's Credit is relatively tepid.
Compliance | March 19th, 2007 Supreme Court Turns Down Xerox Benefits Case March 19, 2007 (PLANSPONSOR.com) - The U.S. Supreme Court has declined a request by Xerox Corp. to review a case...
Compliance | March 15th, 2007 IRS Cautions on Frivolous Filings March 15, 2007 (PLANSPONSOR.com) - The Internal Revenue Service has issued guidance identifying dozens of frivolous positions that taxpayers should...
Compliance | March 14th, 2007 PBGC Updates Divorce Orders Pub March 14, 2007 (PLANSPONSOR.com) - The Pension Benefit Guaranty Corporation (PBGC) has issued an update of its booklet, "Divorce Orders...
Compliance | March 13th, 2007 IRS Notice Clarifies PPA Employer Deduction Limitations March 13, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued Notice 2007-28, a question-and-answer document which clarifies new...
Compliance | March 6th, 2007 DoL Releases PPA-Generated Rule on QDROs March 6, 2007 (PLANSPONSOR.com) - Federal rulemaking generated by the Pension Protection Act (PPA) continued Tuesday with the U.S. Department...
Compliance | March 2nd, 2007 Canada Court Extends Date for Pension Back Payments for Same-Sex Partners March 2, 2007 (PLANSPONSOR.com) - The Canadian Supreme Court pushed back that date that gay men and women can get...
Compliance | February 23rd, 2007 IRS Publishes 401(k) Checklist for Plan Sponsors February 23, 2007 (PLANSPONSOR.com) - A checklist published by the Internal Revenue Service (IRS) can help plan sponsors comply with...
Compliance | February 23rd, 2007 U.S. Supreme Court Turns Away Dow COLI Appeal February 23, 2007 (PLANSPONSOR.com) - The U.S. Supreme Court has left standing a ruling that denied Dow Chemical Company's efforts...