Tag: Internal Revenue Service (IRS)

The IRS has suggested a list of helpful internal controls for retirement plan sponsors.

The IRS recommends including reference lists when applying for a retirement plan determination letter.

Staff reductions over several years must be related to be considered together when deciding if a partial pension plan termination occurred.

A pension plan that has changed actuarial services firms can have a change in funding method automatically approved.

The complexity of testing a plan can be one way to justify higher fees, says an ERISA plan administration business development specialist.

The IRS has provided answers to questions received about the new single-distribution rule for rollovers from retirement plans.

An updated IRS web page tells retirement plan sponsors how to correct the mistake of using...

Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.

With invigorated provider interest and new guidance from key regulators, 2014 turned out to be an important year for annuities in employer-sponsored retirement plans.

The DCIIA has released a FAQ document about new regulations for qualifying longevity annuity contracts in retirement plans.

Trends, legislation, regulations and litigation will continue to affect the retirement industry in 2015.

Two updated publications from the IRS discuss the employee plans examination process and appeal procedures.

Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.

With acronyms like ADP, ACP, NHCEs, and HCEs, the technicality of 401(k) plan nondiscrimination testing may seem overwhelming.

The Internal Revenue Service (IRS) has amended the two safe harbor explanations that can be used to satisfy the requirement that certain information be provided to recipients of...

The Internal Revenue Service (IRS) is hosting a webinar about the definitions of compensation used in retirement plans.

The Internal Revenue Service issued guidance clarifying the impact a 2014 individual retirement account (IRA) rollover has on the pending one-per-year limit imposed on tax-free rollovers.

Some retirement plan provisions can create headaches for plan sponsors.

Between some reminiscing about what it was like to be part of shaping and enforcing the Employee Retirement Income Security Act (ERISA) when it was constructed and afterwards,...

What does the new guidance about annuity investments in target-date funds (TDFs) mean for retirement plan sponsors and participants?