September 5, 2009
As the nation turns its attention to the three-day Labor Day weekend, the White House is talking about retirement security.
August 26, 2009
AXA Equitable Life Insurance Company announced its intent to
participate in the Internal Revenue Service's (IRS) 403(b) prototype
August 25, 2009
Many 403(b) plan sponsors are facing for the first time not only Form
5500 reporting, but a plan audit if the plan covers 100 or more
August 24, 2009
Plan sponsors might want to prepare for the possibility of retirement plan limits dropping for 2010, Mercer said.
August 19, 2009
UBS AG agreed to provide 4,450 names of U.S. account holders to settle a tax-evasion lawsuit, according to news reports.
June 25, 2009
Retirement plan fiduciaries may have another acronym to worry about—FBAR—which is another name for the Report of Foreign Bank and Financial Accounts.
June 23, 2009
The Internal Revenue Service (IRS) has finalized its list of guidance documents issued in the last 45 years dealing with 403(b) plans declared obsolete in light of the agency's recent comprehensive rules rewrite.
June 19, 2009
The Internal Revenue Service (IRS) has recently added updated tools to its Employee Plan Team Audit (EPTA) Web site.
June 9, 2009
The deadline for comments on the Internal Revenue Service’s proposal for a 403(b) plan document prototype program was June 1, and trade groups and industry providers had a number of concerns.
June 4, 2009
The SPARK Institute submitted a comment letter to the Internal Revenue Service (IRS) commending it on the proposed 403(b) plans prototype program, and requesting changes that it says will expand availability of the program and help clarify certain issues.
June 1, 2009
The repayment of a 401(k) loan may be a real debt obligation, but it’s not a “necessary expense″ for bankruptcy purposes, according to a recent court decision.
March 10, 2009
The myStockOptions.com Web site has updated its content about the effects of recent federal tax law changes on stock compensation programs.
January 15, 2009
The U.S. Department of Labor (DoL) and the Internal Revenue Service (IRS) released a new publication to help small employers understand automatic enrollment for 401(k) plans.