IRS

ComplianceMarch 28, 2017

Taxation of Retirement Accounts Is On the Table

One ERISA industry advocate directly engaged with members of Congress says he expects more proposals to emerge from Republicans seeking to “significantly alter our retirement system,” most likely as a part of tax reform. 

ComplianceMarch 03, 2017

IRS Updates Reporting Disclosure Guide

Covered in the guide are such subjects as the Form 5500, annual zone status certification, various forms related to distributions paid, Form 5330, safe harbor notices and many others.

SPONSORED MESSAGES