Court Rules Plan Must Comply with Posthumous QDRO
October 13, 2006 (PLANSPONSOR.com) - The US District Court for the Northern District of Illinois has ruled that a pension...
Tag: IRS
UK Regulator Clears Up Rules on Lump Sum Death Benefits
October 12, 2006 (PLANSPONSOR.com) - The UK's pension watchdog said that pension schemes that accept new participants for lump sum...
Court Says Death from Blood Clot not Accidental
October 5, 2006 (PLANSPONSOR.com) - The US District Court for the Eastern District of Missouri ruled that the beneficiaries of...
Feds Delay 409A Regs Enforcement for a Year
October 4, 2006 (PLANSPONSOR.com) - Companies with nonqualified deferred compensation plans (NQDC) will now have an extra year to make...
Supreme Court Lets Stand QPSA Decision
October 3, 2006 (PLANSPONSOR.com) - The US Supreme Court denied a petition to hear a case in which the 9th...
IRS Implements Lifting of 10% Early Withdrawal Penalty for Reservists
September 29, 2006 (PLANSPONSOR.com) - Federal officials have announced that active duty military reservists no longer have to pay the...
Benefits |
"Out-of-the-Box" Withdrawal Strategies Can Prolong Retirement Income
September 20, 2006 (PLANSPONSOR.com) - The first Insights Report from the new Fidelity Research Institute shows how new withdrawal strategies...
Judge Throws Out Spousal Waiver of Benefits
September 8, 2006 (PLANSPONSOR.com) - A federal judge in New York has agreed with a woman who claimed that a...
IRS Distributes Final ESOP Redemption Rules
August 30, 2006 (PLANSPONSOR.com) - Federal officials have released final tax rules, which feature without significant changes proposed regulations governing...
IRS Delays Implementing 403(b) Regs to 2008
August 29, 2006 (PLANSPONSOR.com) - Saying they wanted to give 403(b) plan sponsors and others associated with the plans more...
Plan Reimbursements to Designated Beneficiaries Not Excludable from Gross Income
August 14, 2006 (PLANSPONSOR.com) - Amounts paid to an employee under a reimbursement plan are not excludable from
...
...
IRS Issues HSA Trustee/Custodian Reminder
August 11, 2005 (PLANSPONSOR.com) - Federal tax officials have issued a reminder about the rules under which trustees or custodians...
Tax Officials Put Out Protected Benefits Guidance
August 9, 2006 (PLANSPONSOR.com) - Federal officials have released final rules to help explain how a federal tax code section,...
Benefits |
Job Changers and Retirees Seek Advice for Plan Distributions
August 8, 2006 (PLANSPONSOR.com) - Most job changers and retirees consulted at least one individual when making decisions regarding retirement...
Benefits |
Job Changers and Retirees Seek Advice for Plan Distributions
August 8, 2006 (PLANSPONSOR.com) - Most job changers and retirees consulted at least one individual when making decisions regarding retirement...
IRS Issues Final Coverage Testing Regs for Tax-Exempt ERs
August 3, 2006 (PLANSPONSOR.com) - The Internal Revenue Service has issued final regulations regarding Section 410 coverage requirements for 401(k)...
IRS Offers Online Guide to Rollovers
July 27, 2006 (PLANSPONSOR.com) - The Internal Revenue Service made an online resource available to guide individuals through the process...
DoL Releases Advance Copies of Form 5500 Annual Report
July 13, 2006 (PLANSPONSOR.com) - The US Department of Labor's Employee Benefits Security Administration (EBSA), the Internal Revenue Service and...
PA Institutes 529 Plan Tax Breaks
July 7, 2006 (PLANSPONSOR.com) - College Savings Foundation, the Washington, DC-based lobbying group for 529 educational savings plans, publicly applauded...
Feds Advise on Plan Excise Tax Computations
July 5, 2006 (PLANSPONSOR.com) - Federal tax officials have advised that the prohibited transaction excise tax imposed when an employer...