Tag: retirement plan regulations

The IRS explains that the rules under IRC Section 409(p) are designed to prevent a group of “disqualified persons” from...

2019 items for which plan amendments may be needed include changes to hardship withdrawal regulations, retirement plan relief for victims...

The IRS had previously put a halt to the practice of defined benefit (DB) plan sponsors offering lump-sum windows to...

Among other things, comments are invited on ways to minimize the burden of the collection of information on respondents, including...

The proposed amendments would affect the determination of a withdrawing employer's liability under a multiemployer plan and annual withdrawal liability...

An update from law firm Masuda, Funai, Eifert & Mitchell, Ltd. says that based on reviews of Form 5500s, the...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

Previously, the IRS said a plan can request a determination letter only if it has never received a letter before;...

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, offers his opinions about retirement plan issues addressed—and not...

Many industry groups that submitted comments to the DOL argued that the plain language of Section 3(5) of the Employee...

A new table will be used for determining expected retirement ages for participants in pension plans undergoing distress or involuntary...

Industry comment letters argued that many 403(b) plan sponsors were unaware of the rule that once a part-time employee is...

“Our plan is a 403(b) plan that has elective deferrals AND a mandatory employee contribution that is a condition of...

If the proposed rules are finalized, there would be no more suspension of deferrals after a hardship withdrawal or requirement...

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, points out that, while the candidates for the midterm...

Both the DOL and SEC have a September 2019 date for a final action on corresponding fiduciary and best interest...

The PBGC is proposing in a renewal request that all reportable events filings include controlled group information, company financial statements,...

The agency will give greater scrutiny to retirement plan distributions and 403(b) universal availability rules, among other things.