Tag: IRS

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?

A $500 increase in the annual elective deferral maximum for defined contribution retirement plans may seem small, but one expert sees important implications in the increase.

Recent guidance from the Internal Revenue Service and the Department of the Treasury on in-plan annuity use has received a warm response from some in the retirement plan...

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for retirement plans, as well as other retirement-related items for tax year 2015.

If one of your retirement plan participants wanted to establish a drawdown strategy for retirement income, could she assemble an appropriate strategy using the tools and resources available...

The Internal Revenue Service (IRS) has announced updated Web pages, checklists and fix-it guides to aid employers in operating their plans and correcting mistakes.

Sponsors of hybrid retirement plans for employees now have clarity about how to credit interest to these plans.

A new strategy outline issued by the American Benefits Council (ABC) suggests the advocacy group will work to achieve public policy reform that more closely unifies health care...

The Internal Revenue Service (IRS) has created a guide for retirement plan sponsor reporting and disclosure responsibilities.

The Internal Revenue Service (IRS) has issued final regulations for hybrid retirement plans.

The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among distributions that are made to multiple destinations from a qualified plan described in...

There is an extensive amount of regulatory rulemaking going on in Washington that could impact retirement plans in the months and years ahead, and major tax reform proposals...

Some retirement plan participants think the required minimum distribution (RMD) is a good guide for an appropriate withdrawal rate in retirement, research suggests.

More retirement plans may get the benefits of collective investment trusts (CITs) under a new Internal Revenue Service (IRS) ruling.

The Internal Revenue Service is holding a “Retirement Plan Hot Topics” webinar September 11.