Tag: Internal Revenue Service (IRS)

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.

A recommendation from the American Society of Pension Professionals & Actuaries (ASPPA) would avoid inadvertent deactivation of a retirement plan trust’s EIN. 

The job of regulatory agencies is to encourage the offering of retirement plans. 

Attorneys with the firm Drinker Biddle & Reath have asked the Department of Labor (DOL) to consider a voluntary correction program for service providers failing to meet disclosure...

The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for tax year 2013.

Individuals’ ages are typically more important than their marginal tax rates in determining the benefit from deferred taxation of compensation in employer-provided retirement plans.

The Internal Revenue Service (IRS) announced its plan phone forum about fixing 403(b) plan mistakes is full.

The typical executive will only be able to replace about one-quarter of pay during retirement through Social Security and a 401(k) plan.

The Internal Revenue Service (IRS) announced a retirement plans phone forum, “EPCRS: Correction of 401(k) Plan Mistakes,” for September 7.

 A dividend tax rate hike scheduled for January might have an impact on Americans who rely directly and indirectly on dividends, a study found.  

The Internal Revenue Service (IRS) has made it clear that it will look for information sharing between 403(b) plan sponsors and vendors with 2009 plan audits.

The deadline is approaching to amend affected deferred compensation arrangements to comply with Code Section 409A requirements for payments contingent on execution of a release of claims.

The Department of Treasury and the Internal Revenue Service have invited public comment on recommendations for items that should be included on the 2012-2013 Guidance Priority List.

 The Government Accountability Office (GAO) recommends the formation of an interagency task force to coordinate existing research, education and outreach efforts to foster small-employer retirement plan sponsorship.