Court Denies Reimbursement of Losses from 401(k) Withdrawal Delay
July 31, 2007 (PLANSPONSOR.com) - The U.S. District Court for the Eastern District of Arkansas has denied a former 401(k)...
Tag: IRS
Enron Looks to the Courts to Force Hewitt to Recalculate Settlement Distributions
July 30, 2007 (PLANSPONSOR.com) - Enron plans to fire the company that miscalculated nearly $22 million of the $89 million...
Final 403(b) Regs Give Sponsors a Break on their Effective Date
July 23, 2007 (PLANSPONSOR.com) - Many 403(b) plan sponsors will be breathing a sigh of relief with word that final...
Tax Court Rejects Hepatitis Early Withdrawal Penalty Exception
July 13, 2007 (PLANSPONSOR.com) - A participant who tried to claim the disability exception to the required 10% early withdrawal...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 |
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...
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...
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...
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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 |
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...