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.
The Internal Revenue Service (IRS) issued a private letter ruling concluding that defined benefit (DB) plan participants who stop working for their employer with the explicit expectation of...
One of the key reasons for the 403(b) Transparency Taskforce’s new 403(b) model disclosure form is so vendors can show plan sponsors that they offer more than just...
An employer breached his fiduciary duties under the Employee Retirement Income Security Act (ERISA) by failing to honor a former employee’s rollover distribution request.
The Internal Revenue Service’s (IRS) interim report of responses from its 401(k) Compliance Check Questionnaire offers a view of the 401(k) plan design landscape.
The Internal Revenue Service (IRS) issued two pieces of guidance to clarify how certain rules apply when a retirement plan offers an annuity to participants.
Industry groups sent a comment letter to the Internal Revenue Service to support the inclusion of 403(b) plans in the prototype program for pre-approved plan documents.
A new FAQ from the Internal Revenue Service addresses when a plan administrator may answer “yes” to Question 8 on the new Form 8955-SSA, affirming that the required...
The Internal Revenue Service (IRS) has extended the application deadline for opinion and advisory letters for pre-approved defined contribution plan documents.