Tag: IRS

Correction Appended

The IRS offers ways for deferred compensation plans to correct mistakes voluntarily

Dog Days

Summer is the perfect time to get caught up

Road Test

A view of a recent product development

Calling It Quits

The rules surrounding plan partial terminations after workforce reduction

(b) Prepared

Getting down to business with the new 403(b) regulations

The Same, but Different

Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans

2009 ERISA Compliance Calendar for DB/DC/403(b) Plans

Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS), and other government agencies under the Employee Retirement Income Security Act (ERISA).

IRS Issues Final 409A Relief Procedures

Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section 409A, the IRS released the final version of the correction programs.

Just in Time

IRS offers relief for 403(b) written plan document requirement