Tag: Internal Revenue Service (IRS)

A new publication from Research and Markets offers a highly detailed overview of what it takes to meet the many technical requirements of ERISA. 

It also provides links for resources the IRS provides to help 403(b) plan sponsors stay in compliance.

The disaster relief announcement provides significant leeway relating to PBGC deadlines and penalties for impacted employers and sponsors, both for single and for multiemployer plans. 

The relief includes relaxed rules for hardships and loans and relaxed deadlines for filings and disclosures.

The new compliance support programming is free for advisers and seeks to “shed light on opacity surrounding financial regulations."

“The tax rules have always been designed to tie the interests of the employer and the employee together," one former EBSA official says. “So if you mess up...

The amendment suggests language a defined benefit sponsor might want to use.

Members of the "ACT" committee are in a unique position to provide observations about current or proposed IRS policies, programs and procedures, and suggest improvements through a yearly...

The agency is seeking input about what to include in its presentation.

Beyond the ongoing fiduciary rule RFI process, the DOL also has slated for this month an interim final rule about an amendment to its Abandoned Plan Program.

American taxpayers have paid nearly $70 million to manage the program since 2014, the department said.

The agency has made changes to its opinion letter program for pre-approved retirement plans.

In a notice, the IRS reminds retirement plan sponsors it no longer issues determination letters for individually designed plans.

Learn about the most common plan errors and how plan sponsors can correct them under the IRS Self-Correction Program.

Leading experts explore retirement-related developments in Washington, D.C., and state capitals across the U.S.

Losing tax-exempt status can affect the ability to offer 403(b) plans.

Wagner Law Group says its volume submitter 403(b) plan has flexible design options to meet the needs of most 403(b) plan sponsors.

The agency offers two examples for determining the highest outstanding loan balance in the past year and says, "the law does not clearly preclude either computation."

State Street Global Advisors is just the latest firm to tell PLANADVISER that serious policy conversations going on behind closed doors in Washington very much include retirement tax...

Data shared by the Investment Company Institute suggests Social Security is a kind of income bonus for many—not a final income lifeline to be tapped once other wealth...