Compliance | July 6th, 2007 IRS Clarifies Rules on Transfers of Substantially Vested Stock July 6, 2007 (PLANSPONSOR.com) - In its latest revenue ruling the Internal Revenue Service (IRS) clarifies the tax consequences under...
Compliance | July 6th, 2007 Stock Taxable When Options Exercised July 6, 2007 (PLANSPONSOR.com) - The 7th U.S. Circuit Court of Appeals has ruled that a taxpayer was incorrect when...
Compliance | July 3rd, 2007 IRS Warns of Late Opinion Letter Request Consequences July 3, 2007 (PLANSPONSOR.com) - Sponsors or their representatives who apply late for an Internal Revenue Service (IRS) opinion or...
Compliance | June 27th, 2007 Committee Gives Recommendations for Pre-approved Plan Compliance June 27, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued a report from the IRS Advisory Committee on...
Compliance | June 22nd, 2007 Participant's Ex-Wife Gets Surviving Spouse Benefits Under QDRO June 22, 2007 (PLANSPONSOR.COM) - A federal judge in Kentucky has ruled that a deceased retirement plan participant's ex-wife should...
Compliance | June 15th, 2007 Senate Moves to Extend Early Withdrawal Penalty Exemption for Reservists June 15, 2007 (PLANSPONSOR.com) - A bill introduced in the U.S. Senate would make permanent the exemption for reservists or...
Compliance | June 13th, 2007 IRS Adjusts Determination Letter Application Cycles June 13, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued Revenue Procedure 2007-44, which modifies plan amendment and...
Compliance | June 1st, 2007 IRS Proposes Rules for Stepped Up HSA Employer Contribs June 1, 2007 (PLANSPONSOR.com) - Employers contributing to employees' health savings accounts would be allowed to step up those contributions...
Compliance | May 31st, 2007 IRS Release Guidelines on Substitute Mortality Table Requests May 31, 2007 (PLANSPONSOR.com) - The Internal Revenue Service released Thursday the procedure employers must take if they want to...
Compliance | May 31st, 2007 Mid-Year Amendments to 401(k) Safe Harbor Plans OK May 31, 2007 (PLANSPONSOR.com) - The Internal Revenue Service has issued guidance sanctioning mid-year changes to 401(k) safe harbor plans...
Compliance | May 22nd, 2007 IRS Releases Final Rules on In-service Distributions Past Retirement Age May 22, 2007 (PLANSPONSOR.com) - The Treasury Department and Internal Revenue Service (IRS) have released final rules permitting distributions to...
Products | May 11th, 2007 Lincoln Offers Variable Annuity Guaranteed Distribution Option May 11, 2007 (PLANSPONSOR.com) - Lincoln National Life Insurance Company now offers defined contribution plan participants another distribution method for...
Compliance | April 13th, 2007 Lump-Sum Distribution Denial Goes Back to Plan for 2nd Look April 13, 2007 (PLANSPONSOR.com) - A federal judge in Illinois has concluded that a pension plan did not adequately consider...
Compliance | April 5th, 2007 IRS Issues Final, Comprehensive 415 Regulations April 5, 2007 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) has issued final regulations under Section 415 of the Internal...
Products | April 3rd, 2007 SSA Death Master File Helps Prevent Wasted Checks and Fraud April 3, 2007 (PLANSPONSOR.com) - The National Technical Information Service (NTIS) has announced the official version of the Social Security...
Benefits | April 2nd, 2007 CBO Report Finds Flat Retirement Plan Participation April 2, 2007 (PLANSPONSOR.com) - Overall participation in tax-favored retirement plans remained stable at 50% between 2000 and 2003, a...
Benefits | March 20th, 2007 Saver's Credit Still a "Stealth" Benefit March 20, 2007 (PLANSPONSOR.com) - Surveys suggest that the take-up rate on the so-called Saver's Credit is relatively tepid.
Compliance | March 19th, 2007 Supreme Court Turns Down Xerox Benefits Case March 19, 2007 (PLANSPONSOR.com) - The U.S. Supreme Court has declined a request by Xerox Corp. to review a case...
Compliance | March 15th, 2007 IRS Cautions on Frivolous Filings March 15, 2007 (PLANSPONSOR.com) - The Internal Revenue Service has issued guidance identifying dozens of frivolous positions that taxpayers should...
Compliance | March 14th, 2007 PBGC Updates Divorce Orders Pub March 14, 2007 (PLANSPONSOR.com) - The Pension Benefit Guaranty Corporation (PBGC) has issued an update of its booklet, "Divorce Orders...