trendspotting Jan-Feb 2009

Qualifying Information

IRS publishes additional 409A reporting, withholding instructions

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Compliance

July 22nd, 2025

The guidance aims to standardize treatment and improve compliance regarding retirement distributions that are not immediately cashed by recipients.

Compliance

May 14th, 2025

For 2026, the IRS defines an HDHP as a health plan with an annual deductible that is not less than...

Compliance

January 13th, 2025

The agencies issued guidance on how plan administrators can comply with the Roth catch-up rule that begins in 2026 and,...