Tag: Discrimination Testing

Two United States senators are calling on the U.S. Treasury to address nondiscrimination challenges facing employers that enact soft freezes on qualified defined benefit (DB) retirement plans.

Revisions to the Internal Revenue Service’s (IRS) rules governing contributions to safe harbor 401(k) and 403(b) plans make it easier for struggling companies to reduce or suspend those...

Pentegra Retirement Services introduced a Web tool featuring Q&A’s with Pentegra specialists.

Low-income workers receive more benefits when participating in a 401(k) plan, according to the Center for Retirement Research at Boston College.

A recently introduced tool from Fiduciary Benchmarks seeks to help plan sponsors optimize their plan design and improve their participants’ retirement readiness.

United Retirement Plan Consultants is introducing a Compliance Warranty for its 10,000 current plan sponsor clients as well as all new prospects.

At last week’s Northeast Area Benefits Conference, co-sponsored by the IRS and ASPPA, two Certified Public Accountants discussed the many moving parts of a retirement plan audit.  

Small-business owners are slowly starting to realize that they can’t handle retirement planning on their own, according toE. Thomas Foster Jr., Vice President and National Spokesperson of The Hartford's...

Recently, the Internal Revenue Service (IRS) announced that it was sending a questionnaire out to about a thousand 401(k) plan sponsors. 

A bill has been introduced in the U.S. House that would change how qualified retirement plans perform non-discrimination testing.

The Internal Revenue Service has announced cost of living adjustments applicable to dollar limitations for pension plans and other items for Tax Year 2010. 

Rules barring participants from making 401(k) contributions for six months after taking a hardship withdrawal should be eased to help employees more quickly recover a more substantial retirement...