Just the FAQs on Roth 401(k)s
January 13, 2006 (PLANSPONSOR.com) - The Internal Revenue Service has issued FAQs regarding Roth 401(k) contributions to provide further understanding...
Tag: Internal Revenue Service (IRS)
QDRO Does Not Override Pre-retirement Survivor Annuity
January 12, 2006 (PLANSPONSOR.com) - The US 9th Circuit Court of Appeals has ruled that a marital dissolution order requiring...
Benefits |
EBRI: Spending a Distribution Can Hurt
January 10, 2006 (PLANSPONSOR.com) - Nearly a quarter of those who took a lump-sum distribution from their plan in 2003...
QDRO Amended After Participant Death not Valid
January 5, 2006 (PLANSPONSOR.com) - The US District Court for the District of New Jersey has determined that an amended...
PSCA Takes Issue with PS/Medical Account Ruling
December 14, 2005 (PLANSPONSOR.com) - The Profit Sharing/401(k) Council of America (PSCA) has taken issue with an IRS revenue ruling...
Benefits |
EBRI: Fewer Participants Cashing Out Distributions
December 13, 2005 (PLANSPONSOR.com) - Despite many plan sponsors' fear that departing participants will spend their lump-sum distributions, a new...
QDRO Invalid for Contradicting Divorce Decree
December 8, 2005 (PLANSPONSOR.com) - The US District Court for the Eastern District of Missouri ruled that a court order...
IRS: Employers Not Required to Report 2005 Deferred Comp
December 8, 2005 (PLANSPONSOR.com) - Internal Revenue Service (IRS) officials have published IRS Notice 2005-94 that provides that employers are...
IRS Extends Several Required Amendment Deadlines
December 2, 2005 (PLANSPONSOR.com) - The IRS issued Notice 2005-95 which clarifies the interaction of the amendment timing deadlines for...
Feds Release KETRA Plan Distribution Guidance
November 30, 2005 (PLANSPONSOR.com) - Federal tax officials have offered guidance on how to implement two provisions of the legislation...
IRS Extends Date for Reforming Amendments Related to Anti-Cutback Case
November 23, 2005 (PLANSPONSOR.com) - The IRS has extended the deadline when plans must be in compliance with their reforming...
Nebraska Adds Mandatory Pension, Annuity Withholding
October 28, 2005 (PLANSPONSOR.com) - Starting January 1, Nebraska residents who opt for federal income tax withholding out of pension...
Feds Add DB Extensions for Katrina Victims
October 28, 2005 (PLANSPONSOR.com) - Federal officials on Friday announced that defined benefit plan sponsors in the areas affected by...
IRS Opens Abusive Tax Scheme Settlement Process
October 28, 2005 (PLANSPONSOR.com) - In an effort to get taxpayers to voluntarily confess their involvement in abusive tax schemes,...
Proposals Would Eliminate Tax Advantage of Some Benefits
October 19, 2005 (PLANSPONSOR.com) - In addition to eliminating or limiting some popular tax deductions, two tax plan proposals President...
IRS Releases 2006 Plan Limits
October 14, 2005 (PLANSPONSOR.com) - Internal Revenue Service (IRS) officials today gave plan sponsors what they eagerly await each fall:...
Tax Board: Options Gain Taxable in CA
October 6, 2005 (PLANSPONSOR.com) - A couple has lost its legal challenge over whether their gain from the exercise of...
Bush Storm Relief Bill Includes Plan Distribution, Loan Provisions
September 28, 2005 (PLANSPONSOR.com) - President Bush has signed into law a series of tax breaks for Katrina victims including...
Posthumous QDRO Found to Still be Valid
September 15, 2005 (PLANSPONSOR.com) - A West Virginia federal judge has awarded a dead participant's ex-wife benefits even though the...
DoL Helps Hurricane Katrina Victims
September 15, 2005 (PLANSPONSOR.com) - The Department of Labor's Employee Benefits Security Administration (EBSA) and the IRS have issued guidance...