Tag: Internal Revenue Service (IRS)

The Internal Revenue Service (IRS) has temporarily addressed the problem of discrimination defined benefit (DB) plan sponsors may have due to closed plans.

The Internal Revenue Service (IRS) has issued more guidance about in-plan rollovers into Roth accounts.

The Internal Revenue Service (IRS) has issued the 2013 Cumulative List of Changes in Plan Qualification Requirements (2013 Cumulative List).

A group of retirement industry advocacy groups are urging the Treasury Department to ensure same-gender spouse rule changes won't apply retroactively for qualified retirement plans.

The Department of Labor (DOL) has released informational copies of the new Form 5500.

A federal court ruled a business owner violated prohibited transactions rules in creating a limited liability company (LLC) with assets from his individual retirement account (IRA).

Higher education institutions across the U.S. are enacting plan consolidations and refining features to drive down costs, a Transamerica report shows.

Revisions to the Internal Revenue Service’s (IRS) rules governing contributions to safe harbor 401(k) and 403(b) plans make it easier for struggling companies to reduce or suspend those...

Six years may be a good document retention yardstick, but advisers should warn their plan sponsor clients that it may not be right for retirement plans.

When an individual or business files for bankruptcy, there is an automatic stay of the person or company’s assets, and creditors can appeal.

The two-week government shutdown in October delayed the U.S. Department of Labor’s (DOL) work on the fiduciary redefinition, according to Assistant Secretary of Labor Phyllis Borzi.

The American Society of Pension Professionals & Actuaries (ASPPA) made several recommendations to the Internal Revenue Service (IRS) about proposed regulations for plan filings on magnetic media.

The Internal Revenue Service (IRS) has rescheduled a phone forum that didn’t take place due to the government shutdown.

Several factors have created a retirement funding gap that is estimated to be as high as $6 trillion, said panelists in a discussion at BlackRock.

Households without employer-sponsored defined contribution (DC) plans or individual retirement accounts (IRA) had lower incomes and paid less taxes than peers with access to such plans, a study...

In a phone forum, representatives from the Internal Revenue Service (IRS) discussed how plan sponsors can prepare for and handle an audit.

The American Society of Pension Professionals & Actuaries (ASPPA) sent a comment letter to the Internal Revenue Service (IRS) about the definitions of vesting and severance for pre-approved...

The SPARK Institute has requested guidance from the Internal Revenue Service (IRS) relating to 403(b) retirement plans.

Having good internal controls can help retirement plan sponsors eliminate or reduce errors in plan operation.

The American Society of Pension Professionals & Actuaries (ASPPA) is asking for changes to ease correction burdens for retirement plan sponsors.