Many Taxpayers Dodged Penalty Tax for Early Retirement Withdrawals
The Treasury Department’s inspector general found that about 3.1 million taxpayers who took early retirement distributions did not pay the...
Tag: retirement plan distributions
IRS Notice Defines Retirement Plan Tax Distribution Exceptions
The IRS has provided guidance on certain exceptions from the 10% tax penalty for emergency personal or family expenses and...
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Paychex Seeks to Move ERISA Case Over Intercepted 401(k) Assets to Federal Court
Paychex plans to fight a New York retirement lawsuit, alleging fiduciary breach in federal court rather than state court.
Who Issues the W-2s for Private 457(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Is a Fully Paid Individual Insurance Annuity Contract?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Terminated Employee Roll Over Assets To a Sister Company’s Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Does a Roth Distribution Into an IRA Affect Subsequent IRA Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does a Disability Affect 457(b) Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Are the Differences Between Plan-to-Plan Transfers and Rollovers?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
DOL Seeks Independent Fiduciary for 401(k) Plan of Closed NY Construction Company
When L D Wenger Construction Co. Inc. ceased operations, its 401(k) plan was deserted by the fiduciary, barring retirement plan...
TIAA Joins Major Recordkeepers in Portability Services Network
The Retirement Clearinghouse, focused on the portability of retirement savings, continues to expand.
How Does the SECURE 2.0 Act Affect Qualified Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
DOL Sues Defunct Firm for Retirement Asset Distributions
A new Department of Labor lawsuit targeted a telemarketing company that closed without processing workers’ retirement claims.
How Important Are Proper Termination Dates for Retirement Plan Compliance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Reform Moves Forward in the Senate
The Senate now has two bills out of committee that will have to be reconciled with a companion House bill...
Should a Rehired Employee Be Allowed to Withdraw a Prior Account Balance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Distributions From a 403(b) Subject to the WEP Provision?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Plan Distributions for Incarcerated Persons
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Spousal Protections in DC Plans Eyed by Key Senators
Lawmakers have asked the Government Accountability Office to study the need for greater spousal protections in defined contribution retirement plans.
Confluence of Events Might Affect Plan Size
Retirement plan sponsors should keep an eye on asset flows to maintain purchasing power and understand participant needs.