Tag: retirement plan regulations

“My plan needs to correct some 402(g) excess deferrals for the 2017 plan year. In looking at some old Ask...

A memo says examiners should not challenge a 403(b) plan for violation of the RMD standards for the failure to...

Marcia Wagner, founder of The Wagner Law Group, answers questions about the IRS’ guidance about mortality tables that apply for...

“I read in an Ask the Experts column that the Employee Retirement Income Security Act (ERISA) requires plan sponsors to...

“I work for a firm that recently took over as third-party administrator (TPA) for the retirement plans of a large...

The agency is required to adjust these amounts annually for inflation, but the agency says its goal is to encourage...

The agency also issued information about how to obtain or re-establish an employer identification number (EIN) for a retirement plan...

A final rule provides a new table for determining expected retirement ages for participants in pension plans undergoing distress or...

The updated mortality improvement rates and static tables apply for purposes of calculating the funding target and other items for...

One applies to multiemployer benefit plans and the other applies to single-employer benefit plans.

The agency began issuing these lists when it ended the determination letter program for individually designed retirement plans.

Among its list for retirement plans are projects for which guidance has been long-awaited from the agencies.