When Governmental Plans Need Private Letter Rulings
April 24, 2013 (PLANSPONSOR.com) – Governmental plan sponsors who apply for an Internal Revenue...
Tag: IRS
IRS to Discuss 401(k) Questionnaire Findings
April 24, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is hosting a phone forum to discuss findings from its...
IRS Gives Amendment Relief to Certain ESOPs
April 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is granting relief for employee stock ownership plans (ESOPs) that...
IRS Gives Amendment Relief to Certain ESOPs
April 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is granting relief for employee stock ownership plans (ESOPs) that...
(b)lines Ask the Experts – Failure to Suspend Contributions After Hardship
April 23, 2013 (PLANSPONSOR (b)lines) – “In preparation for our annual 5500 report audit for our Employee Retirement Income Security...
IRS to Hold ACA Forum for Government Employers
April 17, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will be conducting a phone forum to discuss key provisions...
(b)lines Ask the Experts – Plan Determination Letters
April 9, 2013 (PLANSPONSOR (b)lines) – “I recently received notification from a consulting firm that a determination letter would soon...
Benefits |
29% Chose Deferral Higher than Default
April 2, 2013 (PLANSPONSOR.com) - Five percent of Section 401(k) plans include an automatic contribution arrangement (ACA), according to the...
IRS Establishes Program for Pre-Approved 403(b) Plans
April 1, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has moved forward with a program for pre-approved § 403(b)...
International Issues Affecting Retirement Plans
April 1, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) offers material on its website about international issues affecting retirement...
Benefits |
Mandatory Distributions Reduce Cost and Risk
March 19, 2013 (PLANSPONSOR.com) – It can be costly for plans and their fiduciaries if participants with retirement accounts of...
Regulators Announce Phone Number, Address Changes
March 19, 2013 (PLANSPONSOR.com) – Two regulators announced contact information changes of interest to retirement plan sponsors.
IRS Forum to Address Retirement Plans in U.S. Territories
March 12, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will hold a phone forum to discuss international issues for...
Sponsor Cannot Rely on Speculation of Future Tax Treatment
February 26, 2013 (PLANSPONSOR.com) – A court ruled a plan sponsor cannot reasonably rely on a plan provider’s speculation that...
IRS Offers FAQs About RMDs
February 25, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has posted frequently asked questions (FAQs) and answers regarding required...
DOL Obtains $80M for Sherwin-Williams Participants
February 21, 2013 (PLANSPONSOR.com) – The Department of Labor (DOL) has obtained $80 million for participants of Sherwin-Williams’ employee stock...
IRS Finds Excess Deferral Reporting Errors
February 20, 2013 (PLANSPONSOR.com) – During its 401(k) Excess Deferral Project, the Internal Revenue Service (IRS) found errors in elective...
IRS Announces New Rates for DB Funding Calculations
February 12, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) issued guidance reflecting changes to pension funding calculations in the...
Opinions |
From Reading Tea Leaves to Reading a Roadmap
February 1, 2013 (PLANSPONSOR.com) - Reading tea leaves has become an art for 403(b) plan sponsors looking to keep their...
ASPPA Asks for Clarity About MEP Reporting
January 28, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA)...