Tag: Internal Revenue Service (IRS)

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...

Generally, an IRS memo says, if the terms of the plan specifically allow the employer to vary the employee’s compensation used in the benefit formula, the plan would...

DC plan sponsors with individually designed plans can convert to a pre-approved plan now that the IRS determination letter program has ended.

One retirement industry advocate says recent meetings on Capitol Hill have left him with the expectation that “we will start to see proposals soon that will have a...

Interested parties can email the IRS by 5 p.m. ET on April 17, 2017, with any suggestions for its presentation.

The Insured Retirement Institute will spend the year pushing Congress and the Administration to advocate for legislation that would expand Americans’ access to advice and simpler annuities.

An opinion handed down by The United States District Court for The Western District Of North Carolina, Charlotte Division, rules in favor of the defendant, Bank of America,...

A new program from Trucker Huss provides plan sponsors with a written opinion of counsel that their plan document, as amended after the date of their last IRS...