Tag: IRS

Witnesses during a U.S. Senate subcommittee hearing shared issues and proposals policymakers should consider to ensure the retirement security of low-income workers.

During a U.S. Senate subcommittee hearing, a Treasury official discussed details and the intent of the myRA proposal.

Failed to provide the safe harbor 401(k) plan notice to employees eligible to participate in the plan? There’s a fix for that.

Low balance limits and initial investment hurdles in the President’s “myRA” proposal will likely restrict the number of service providers bidding on related contracts with the Treasury.

Aside from government and non-electing church plans, is there really such thing as a non-ERISA 403(b), given the rules plan sponsors must follow now?

The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.

More defined contribution retirement plans are out of compliance with Department of Labor (DOL) and Internal Revenue Service (IRS) regulations than some might think.

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

Americans tend to view defined contribution (DC) retirement accounts favorably, and they like the way DC contributions and withdrawals are taxed, research shows.

The Internal Revenue Service (IRS) intends to expand its pre-approved defined benefit plan program to permit plans with certain cash balance features to be submitted by sponsors and...

A new strategy from the Principal Financial Group and National Benefit Services, LLC (NBS) can help financial professionals and their large-plan 403(b) clients manage issues with legacy assets.

Retirement plan sponsors can now submit voluntary closing agreement requests to the Internal Revenue Service (IRS) Employee Plans Voluntary Compliance function.

A number of states have released guidance regarding state income taxation for same-gender married couples.

Witnesses during a U.S. Senate committee hearing argued that defined contribution (DC) plan design is key to solving the retirement crisis in America.

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).