Compliance | May 10th, 2013 Deadline to Preserve Tax-Exempt Status Nears May 10, 2013 (PLANSPONSOR.com) – Many tax-exempt organizations that are required by law to file annual reports with the Internal...
Compliance | May 7th, 2013 IRS Offers Tips for Avoiding VCP Delays May 7, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has listed tips to avoid processing delays with plan sponsors’...
Compliance | April 30th, 2013 IRS Updates DB Forms and Documents April 30, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has been updating a number of documents and forms for...
Compliance | April 30th, 2013 IRS to Hold Call About 403(b) Corrections April 30, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has scheduled a phone forum about 403(b) corrections and examination...
Compliance | April 24th, 2013 When Governmental Plans Need Private Letter Rulings April 24, 2013 (PLANSPONSOR.com) – Governmental plan sponsors who apply for an Internal Revenue...
Compliance | April 24th, 2013 When Governmental Plans Need Private Letter Rulings April 24, 2013 (PLANSPONSOR.com) – Governmental plan sponsors who apply for an Internal Revenue...
Compliance | April 24th, 2013 IRS to Discuss 401(k) Questionnaire Findings April 24, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is hosting a phone forum to discuss findings from its...
Compliance | April 23rd, 2013 IRS Gives Amendment Relief to Certain ESOPs April 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is granting relief for employee stock ownership plans (ESOPs) that...
Compliance | April 23rd, 2013 IRS Gives Amendment Relief to Certain ESOPs April 23, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is granting relief for employee stock ownership plans (ESOPs) that...
Ask the Experts | April 23rd, 2013 (b)lines Ask the Experts – Failure to Suspend Contributions After Hardship April 23, 2013 (PLANSPONSOR (b)lines) – “In preparation for our annual 5500 report audit for our Employee Retirement Income Security...
Compliance | April 17th, 2013 IRS to Hold ACA Forum for Government Employers April 17, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will be conducting a phone forum to discuss key provisions...
Ask the Experts | April 9th, 2013 (b)lines Ask the Experts – Plan Determination Letters April 9, 2013 (PLANSPONSOR (b)lines) – “I recently received notification from a consulting firm that a determination letter would soon...
Benefits | April 2nd, 2013 29% Chose Deferral Higher than Default April 2, 2013 (PLANSPONSOR.com) - Five percent of Section 401(k) plans include an automatic contribution arrangement (ACA), according to the...
Compliance | April 1st, 2013 IRS Establishes Program for Pre-Approved 403(b) Plans April 1, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has moved forward with a program for pre-approved § 403(b)...
Compliance | April 1st, 2013 International Issues Affecting Retirement Plans April 1, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) offers material on its website about international issues affecting retirement...
Benefits | March 19th, 2013 Mandatory Distributions Reduce Cost and Risk March 19, 2013 (PLANSPONSOR.com) – It can be costly for plans and their fiduciaries if participants with retirement accounts of...
Compliance | March 19th, 2013 Regulators Announce Phone Number, Address Changes March 19, 2013 (PLANSPONSOR.com) – Two regulators announced contact information changes of interest to retirement plan sponsors.
Compliance | March 12th, 2013 IRS Forum to Address Retirement Plans in U.S. Territories March 12, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) will hold a phone forum to discuss international issues for...
Compliance | February 26th, 2013 Sponsor Cannot Rely on Speculation of Future Tax Treatment February 26, 2013 (PLANSPONSOR.com) – A court ruled a plan sponsor cannot reasonably rely on a plan provider’s speculation that...
Compliance | February 25th, 2013 IRS Offers FAQs About RMDs February 25, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has posted frequently asked questions (FAQs) and answers regarding required...