US House Pension Bill Will Erode Saver's Tax Credit
March 8, 2006 (PLANSPONSOR.com) - Pension legislation passed by the US House would permanently extend the saver's tax credit, but...
Tag: IRS
Participant's Estate Must Include IRA Balance for Tax Purposes
March 8, 2006 (PLANSPONSOR.com) - A federal judge in Indiana has ruled that the executrix of a deceased participant's estate...
CT Pension Officials Appeal Pension Increase Ruling
March 6, 2006 (PLANSPONSOR.com) - The Connecticut State Employees' Retirement Commission (SERC) is appealing a lower court ruling granting a...
AK Steel Charged $46M for Miscalculated Pension Benefits
March 3, 2006 (PLANSPONSOR.com) - AK Steel Corp. has been ordered to pay at least $46.2 million to 1,250 former...
IRS to Step Up Retirement Plan Examinations
January 31, 2006 (PLANSPONSOR.com) - The Internal Revenue Service will increase examinations of companies' retirement plans this year, with plans...
Iowa Lawmakers Debate Pension Tax Bill
January 30, 2006 (PLANSPONSOR.com) - State of Iowa lawmakers are set this week to consider a plan by House Republicans...
Gender Reassignment not a Deductible Medical Expense
January 27, 2006 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) issued a memorandum that costs for gender reassignment surgery and...
Feds Clarify Roth Accounts Tax Liability
January 26, 2006 (PLANSPONSOR.com) - Federal officials have proposed new rules to clarify how distributions from Roth 401(k) and 403(b)...
Just the FAQs on Roth 401(k)s
January 13, 2006 (PLANSPONSOR.com) - The Internal Revenue Service has issued FAQs regarding Roth 401(k) contributions to provide further understanding...
QDRO Does Not Override Pre-retirement Survivor Annuity
January 12, 2006 (PLANSPONSOR.com) - The US 9th Circuit Court of Appeals has ruled that a marital dissolution order requiring...
Benefits |
EBRI: Spending a Distribution Can Hurt
January 10, 2006 (PLANSPONSOR.com) - Nearly a quarter of those who took a lump-sum distribution from their plan in 2003...
QDRO Amended After Participant Death not Valid
January 5, 2006 (PLANSPONSOR.com) - The US District Court for the District of New Jersey has determined that an amended...
PSCA Takes Issue with PS/Medical Account Ruling
December 14, 2005 (PLANSPONSOR.com) - The Profit Sharing/401(k) Council of America (PSCA) has taken issue with an IRS revenue ruling...
Benefits |
EBRI: Fewer Participants Cashing Out Distributions
December 13, 2005 (PLANSPONSOR.com) - Despite many plan sponsors' fear that departing participants will spend their lump-sum distributions, a new...
QDRO Invalid for Contradicting Divorce Decree
December 8, 2005 (PLANSPONSOR.com) - The US District Court for the Eastern District of Missouri ruled that a court order...
IRS: Employers Not Required to Report 2005 Deferred Comp
December 8, 2005 (PLANSPONSOR.com) - Internal Revenue Service (IRS) officials have published IRS Notice 2005-94 that provides that employers are...
IRS Extends Several Required Amendment Deadlines
December 2, 2005 (PLANSPONSOR.com) - The IRS issued Notice 2005-95 which clarifies the interaction of the amendment timing deadlines for...
Feds Release KETRA Plan Distribution Guidance
November 30, 2005 (PLANSPONSOR.com) - Federal tax officials have offered guidance on how to implement two provisions of the legislation...
IRS Extends Date for Reforming Amendments Related to Anti-Cutback Case
November 23, 2005 (PLANSPONSOR.com) - The IRS has extended the deadline when plans must be in compliance with their reforming...
Nebraska Adds Mandatory Pension, Annuity Withholding
October 28, 2005 (PLANSPONSOR.com) - Starting January 1, Nebraska residents who opt for federal income tax withholding out of pension...