Tag: Internal Revenue Service (IRS)

The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and disclosure responsibilities.

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in...

There is an extensive amount of regulatory rulemaking going on in Washington that could impact retirement plans in the months and years ahead, and major tax reform proposals...

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

More retirement plans may get the benefits of collective investment trusts (CITs) under a new Internal Revenue Service (IRS) ruling.

The Internal Revenue Service is holding a “Retirement Plan Hot Topics” webinar September 11.

The complexity of Social Security benefit formulas and insecurity about the program’s solvency make it difficult for individuals to factor it into their retirement income planning.

The Internal Revenue Service (IRS) will host a defined benefit plan termination webinar on August 14 at 2 p.m. Eastern Standard Time.

Annual filings always bring a swirl of activity, and July 31 is no different. It also brings a cloud of confusion for plan sponsors, according to Form 5500...

Most savers are withdrawing from individual retirement accounts (IRAs) at a rate likely sustain some level of monthly income throughout retirement, according to an EBRI analysis.

The Department of Labor’s Employee Benefits Security Administration (EBSA) will conduct a webcast for small businesses and their retirement benefit services providers on August 6.

Experts in health care and retirement are concerned that the federal government is seeking new sources of tax revenue, says an EBRI report.

Several proposed tax reforms would restructure how retirement vehicles are taxed and could negatively impact retirement plans in a number of ways.

“You can’t guarantee yourself a win,” says employee benefits lawyer David Weiner, describing claims appeals and litigation involving missing retirement plan participants, “but you can guarantee a loss.”

The Internal Revenue Service (IRS) has moved back the date of a phone forum on same-gender couples and retirement plans to July 17.

BNP Paribas and Credit Suisse, which have each pled guilty to U.S. criminal charges, are asking to be able to keep managing U.S. pension plan assets.

The economic cost of maintaining liability for a defined benefit (DB) pension plan in May remained level at 108.7% of the same liability, according to the Mercer U.S....

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

Two U.S. Senators have introduced the Retirement and Income Security (RAISE) Act.