Tag: Internal Revenue Service (IRS)

The Internal Revenue Service (IRS) has posted frequently asked questions (FAQs) and answers regarding required minimum distributions (RMDs).

Many taxpayers will have to report some taxable income from amounts converted to a Roth IRA in 2010.

A question for providers of guaranteed minimum withdrawal benefit (GMWB) products is whether (and how) the qualified joint and survivor annuity (QJSA) rules of the Internal Revenue Code...

The Internal Revenue Service (IRS) issued guidance reflecting changes to pension funding calculations in the Moving Ahead for Progress in the 21st Century Act (MAP-21).

The Internal Revenue Service (IRS) has released Voluntary Correction Program (VCP) forms.

The Internal Revenue Service (IRS) scheduled two phone forums to discuss recent changes made to the Employee Plans Compliance Resolution System (EPCRS).

Mercer believes 2013 is a year for many defined contribution (DC) plan sponsors to take a fresh look at objectives, investment options and participant communications.

Employers who are thinking of terminating a frozen defined benefit plan (DB) must be aware of termination costs and administrative procedures.

The Internal Revenue Service (IRS) will hold a free phone forum for practitioners offering tax advice for employee benefit plans.

The Internal Revenue Service (IRS) will hold a free phone forum regarding the 2012 Cumulative List of Plan Qualification Changes.

The Internal Revenue Service (IRS) updated and expanded its Employee Plans Compliance Resolution System (EPCRS).

The Internal Revenue Service (IRS) website explains what defined contribution (DC) plan sponsors can do if they fail to timely deposit withheld salary deferrals.

The Internal Revenue Service (IRS) has issued the 2012 Cumulative List of Changes in Plan Qualification Requirements.

Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit, according to the Internal Revenue Service (IRS).

Regulators released advance informational copies of the 2012 Form 5500 annual return/report and related instructions.

The American Society of Pension Professionals & Actuaries (ASPPA) asked the IRS to issue guidance clarifying the application of the one-year “holdout” rule.

The American Benefits Council has unveiled a six-point plan to address the ongoing, accelerated decline in defined benefit pension plans.

The Department of Labor (DOL) issued compliance information for employee benefit plans adversely affected by Hurricane Sandy.

In the coming weeks and months, lawmakers will focus on tax reform.