Tag: IRS

New York accounting firm Eisner LLP has issued a warning that the Internal Revenue Service (IRS) will begin sending questionnaires to 401(k) sponsors to gather information about their...

VALIC has hired Robert J. "Bob" Architect, formerly senior tax law specialist and 403(b) guidance author in the Internal Revenue Service's Employee Plans Division, as vice president of...

The Internal Revenue Service (IRS) has updated its procedures for requesting determination letters on the qualified status of pension, profit-sharing, stock bonus, annuity, and employee stock ownership plans.

The Internal Revenue Service (IRS) has released an in-depth primer on how taxpayers can voluntarily better comply with regulations governing documents for nonqualified deferred compensation plans.

When the Internal Revenue Service (IRS) put about 50 Form 5500 filings to the test recently, the plans filing the annual reports flunked on one major issue—buying enough...

The Internal Revenue Service (IRS) is offering a way for 403(b) plan sponsors to feel secure, until the new 403(b) Prototype Program begins, that their plan documents will...

The Internal Revenue Service (IRS) has given plan sponsors more time to adopt plan amendments to implement a variety of Pension Protection Act (PPA) requirements, including allowing participants...

The Internal Revenue Service has issued guidance on the application of 409A(a) to changes made to nonqualified deferred compensation plans to comply with an advisory opinion of the...

New research sponsored by AUL Retirement Services finds 403(b) plan sponsors are confident they understand their responsibilities and are not worried about IRS audits.

The Internal Revenue Service has issued Revenue Ruling 2009-40, providing the table of covered compensation for the 2010 plan year for use in determining contributions to defined benefit...

The Internal Revenue Service (IRS) is reportedly working on a final revenue procedure for Section 403(b) prototype plans that takes into account comments received.

The Internal Revenue Service has announced cost of living adjustments applicable to dollar limitations for pension plans and other items for Tax Year 2010. 

Officials from Treasury and the IRS have indicated that the IRS is planning to issue guidance on a number of issues involving Code Section 457 deferred compensation plans,...

The Internal Revenue Service (IRS) on Thursday provided sponsors with two sample plan amendments to help them implement the one-year waiver of the required minimum distribution (RMD).

Small-business employers looking for basic guidance about the array of workplace retirement plans from which they can choose can now get their questions answered at a new federal...

In Notice 2009-75, the Internal Revenue Service provides guidance in the form of a Q&A on the tax treatment of eligible rollover distributions from qualified plans into a...

Federal tax officials have put out a final rule (TD 9459) allowing government plans carrying out 401(a)(9) required minimum distributions to prove their compliance with a reasonable and...

As the nation turns its attention to the three-day Labor Day weekend, the White House is talking about retirement security. 

AXA Equitable Life Insurance Company announced its intent to participate in the Internal Revenue Service's (IRS) 403(b) prototype program.