Compliance | May 6th, 2009 403(b) Summit: The IRS is Coming May 6, 2009 (PLANSPONSOR.com) - The IRS is not going to regulate 403(b) changes and not follow up, so plan...
Products | May 5th, 2009 Database Lists Millions in Unclaimed Retirement Benefits May 5, 2009 (PLANSPONSOR.com) - PenChecks, Inc. has records of almost $151 million in unclaimed retirement benefits.
Compliance | May 1st, 2009 AT&T Did not Improperly Delay QDRO Payment May 1, 2009 (PLANSPONSOR.com) - The U.S. District Court for the Eastern District of Missouri has found that AT&T Inc.'s...
Compliance | April 14th, 2009 IRS Releases Proposed 403(b) Prototype Document Program April 14, 2009 (PLANSPONSOR.COM) - As PLANSPONSOR's 2nd annual 403(b) Summit was opening, the Internal Revenue Service (IRS) unveiled the...
Investing | April 13th, 2009 Happy Tax Freedom Day! April 13, 2009 (PLANSPONSOR.com) - While most of us are all too aware of the significance of April 15, today...
Compliance | March 31st, 2009 IRS Takes "Reasonable" Approach on Yield Curve March 31, 2009 (PLANSPONSOR.com) - Defined benefit plan sponsors today got some good news from the Internal Revenue Service (IRS),...
Compliance | March 30th, 2009 Union Asks Government to Intervene on New Tax Tables for Pensioners March 30, 2009 (PLANSPONSOR.com) - In a letter to lawmakers and U.S. Treasury Secretary Timothy Geithner, the American Federation of...
Compliance | March 17th, 2009 Mangled by Madoff? The IRS Offers Tax Tips for Reporting Those Losses March 17, 2009 (PLANSPONSOR.com) - There's been a lot of talk of late about so-called "Ponzi schemes", like the $50...
Compliance | March 17th, 2009 IRS Issues Interim Rules for Pension Funding Relief March 17, 2009 (PLANSPONSOR.com) - The Internal Revenue Service has issued Notice 2009-22, which provides interim rules regarding asset valuation...
Compliance | March 13th, 2009 Plan Loans Exempt from Truth-in-Lending Disclosure Requirements March 13, 2009 (PLANSPONSOR.com) - The Federal Reserve System's Board of Governors has amended Regulation Z to exempt most retirement...
Benefits | March 11th, 2009 Ernst & Young Sees Increase in Inquiries about Withdrawal Penalties March 11, 2009 (PLANSPONSOR.com) - Ernst & Young announced its Financial Planner Line has seen a dramatic increase in the...
Benefits | March 5th, 2009 Larger Distributions Less Likely to be Spent March 5, 2009 (PLANSPONSOR.com) - The larger departing participants' account balances when they take a lump-sum distribution, the more chance...
Compliance | March 4th, 2009 What's Your Take on the Self-Correction Program (SCP)? March 4, 2009 (PLANSPONSOR.com) - Joyce Kahn, the Manager of Voluntary Compliance at the Internal Revenue Service (IRS), is conducting...
Compliance | February 24th, 2009 IRS Releases Tax Withholding Tables to Reflect Stimulus Bill Provision February 24, 2009 (PLANSPONSOR.com) - The Internal Revenue Service has released new withholding tables that incorporate the new "Making Work...
Benefits | February 20th, 2009 Stimulus Provisions Mean Payroll Considerations February 20, 2009 (PLANSPONSOR.com) - The newly approved stimulus bill and other economic proposals will have practical implications on employer...
Compliance | February 17th, 2009 Whipsaw Calculation Case Deemed Class Action February 17, 2009 (PLANSPONSOR.com) - A federal judge in Wisconsin has declared as a class action a lawsuit by two...
Compliance | February 6th, 2009 That Tax Statement May Not Be In The Mail – Yet February 6, 2009 (PLANSPONSOR.com) - You may have noticed that those year-end tax statements aren't showing up as soon this...
Compliance | January 26th, 2009 High Court Affirms DuPont's Payment to Ex-wife January 26, 2009 (PLANSPONSOR.com) - The U.S. Supreme Court said Monday that DuPont Co. was correct to pay a deceased...
Compliance | January 23rd, 2009 State Courts Cannot Determine if DRO is Qualified under ERISA January 23, 2009 (PLANSPONSOR.com) - The Minnesota Court of Appeals has overturned a lower court's decision that a domestic relations...
Benefits | January 15th, 2009 Some 401(k)s Showing Withdrawal Request Spike January 15, 2009 (PLANSPONSOR.com) - While the trend may only affect less than 1% of 401(k) participants, a spike in...