Tag: IRS

Regulators are offering relief for certain payment and filing deadlines for plan sponsors affected by the recent storms in Oklahoma.

The Internal Revenue Service (IRS) is hosting a phone forum about the new 403(b) Pre-Approved Plan Program. 

The Department of Labor (DOL) Employee Benefit Security Administration’s (EBSA) budget has decreased for 2014, but this will not affect enforcement.

The Internal Revenue Service (IRS) has been updating a number of documents and forms for defined benefit (DB) plans.

The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination trends.

The Internal Revenue Service is hosting a phone forum to discuss findings from its 401(k) Compliance Questionnaire.

The Internal Revenue Service (IRS) is granting relief for employee stock ownership plans (ESOPs) that have to make amendments to satisfy diversification requirements.

A provision in President Obama’s Fiscal Year 2014 budget that pertains to employee stock ownership plans (ESOPs) could result in a disincentive for offering the plans.

The Government Accountability Office (GAO) recommends regulators take certain steps to reduce obstacles and disincentives to plan-to-plan rollovers.

Five percent of Section 401(k) plans include an automatic contribution arrangement (ACA), according to the Internal Revenue Service (IRS) 401(k) Compliance Questionnaire. 

The Internal Revenue Service (IRS) offers material on its website about international issues affecting retirement plans in the U.S.

The Internal Revenue Service (IRS) has posted frequently asked questions (FAQs) and answers regarding required minimum distributions (RMDs).

Many taxpayers will have to report some taxable income from amounts converted to a Roth IRA in 2010.

A question for providers of guaranteed minimum withdrawal benefit (GMWB) products is whether (and how) the qualified joint and survivor annuity (QJSA) rules of the Internal Revenue Code...

The Internal Revenue Service (IRS) issued guidance reflecting changes to pension funding calculations in the Moving Ahead for Progress in the 21st Century Act (MAP-21).

The Internal Revenue Service (IRS) has released Voluntary Correction Program (VCP) forms.

The Internal Revenue Service (IRS) scheduled two phone forums to discuss recent changes made to the Employee Plans Compliance Resolution System (EPCRS).

Mercer believes 2013 is a year for many defined contribution (DC) plan sponsors to take a fresh look at objectives, investment options and participant communications.