IRS Puts Out Cycle D Plan Qualification Requirement Changes
November 25, 2008 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) on Tuesday released the 2008 Cumulative List of Changes in...
Tag: IRS
IRS Announces 2009 Mileage Rates
November 24, 2008 (PLANSPONSOR.com) - The Internal Revenue Service has issued the 2009 optional standard mileage rates used to calculate...
Court Affirms Denial of Survivorship Benefits not Provided for in QDRO
November 4, 2008 (PLANSPONSOR.com) - A federal judge has ruled that the lack of language in a qualified domestic relations...
PBGC Announces New Maximum Benefit for Terminating Plans
November 3, 2008 (PLANSPONSOR.com) - The Pension Benefit Guaranty Corporation (PBGC) has announced that the maximum insurance benefit for participants...
9th Circuit Allows Offset of Pension Benefit by Loan Amount
October 31, 2008 (PLANSPONSOR.com) - The 9th U.S. Circuit Court of Appeals has shot down a highly-compensated former employee's attempt...
Benefits |
ICI Finds Retirees Responsible with Distributions
October 21, 2008 (PLANSPONSOR.com) - Retirees do not spend their defined contribution (DC) balances immediately at retirement, but make thoughtful...
IRS' Architect Dispels Myths about 403(b) Regs
October 17, 2008 (PLANSPONSOR.com) - Sponsors of and advisers to 403(b) plans recently got some clarification regarding compliance directly from...
IRS Announces DC Contrib Limit Hike
October 16, 2008 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) announced Thursday the contribution limits for defined contribution plans increased...
Obama Wants Looser 401(k) Distribution Rules
October 13, 2008 (PLANSPONSOR.com) - U.S. Democratic presidential hopeful Senator Barack Obama (D-Illinois) used an Ohio speech to call for...
McCain, Obama Back Loosening RMD Rules
October 10, 2008 (PLANSPONSOR.com) - Retirees feeling hemmed in by minimum distribution requirements got some support from the two leading...
IRS Extends Effective Date for Retirement Age Regs for Government Plans
October 10, 2008 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) and Treasury announced an extension of the date by which...
Products |
Trust Builders Distribution Strategy Extends Retirement Income
October 7, 2008 (PLANSPONSOR.com) - Trust Builders, Inc., provider of educational solutions for retirement planning, has announced the availability of...
Products |
RSI Unveils 401(k) Termination Services Suite
October 7, 2008 (PLANSPONSOR.com) - Rollover Systems Inc. (RSI), a Charlotte-based rollover management service provider, has announced a new services...
DoL Issues Final Rules on Missing Bene's and Other PPA Provisions
October 6, 2008 (PLANSPONSOR.com) - The U.S. Department of Labor (DoL) has announced final rules under the Pension Protection Act...
IRS Developing Pre-approved Plan Program for 403(b)s
October 3, 2008 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) said it is developing plan approval programs for 403(b) plans...
IRS Provides Guidance on Reservist FSA Distributions
September 30, 2008 (PLANSPONSOR.com) - The Internal Revenue Service has issued Notice 2008-82 providing guidance on qualified reservist distributions (QRDs)...
IRS Extends Delay of 409A Rulings
September 26, 2008 (PLANSPONSOR.com) - The Internal Revenue Service has decided to extend its temporary halt on rulings and determination...
IRS Eases Pre-Approved Plans Letter Procedure
September 17, 2008 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) on Wednesday announced it had decided to relax previously announced...
Products |
BCG Offers New Rollover Solution
September 12, 2008 (PLANSPONSOR.com) - Considering the retirement savings lost every year by participants who take lump-sum distributions of their...
Employer Cleared for 90-Day Distribution Notice
September 3, 2008 (PLANSPONSOR.com) - A federal appellate court, agreeing with a lower court ruling, asserted that an employer was...