Tag: IRS

The Internal Revenue Service (IRS) on Thursday provided sponsors with two sample plan amendments to help them implement the one-year waiver of the required minimum distribution (RMD).

Small-business employers looking for basic guidance about the array of workplace retirement plans from which they can choose can now get their questions answered at a new federal...

In Notice 2009-75, the Internal Revenue Service provides guidance in the form of a Q&A on the tax treatment of eligible rollover distributions from qualified plans into a...

Federal tax officials have put out a final rule (TD 9459) allowing government plans carrying out 401(a)(9) required minimum distributions to prove their compliance with a reasonable and...

As the nation turns its attention to the three-day Labor Day weekend, the White House is talking about retirement security. 

AXA Equitable Life Insurance Company announced its intent to participate in the Internal Revenue Service's (IRS) 403(b) prototype program.

Many 403(b) plan sponsors are facing for the first time not only Form 5500 reporting, but a plan audit if the plan covers 100 or more participants.

Plan sponsors might want to prepare for the possibility of retirement plan limits dropping for 2010, Mercer said.

UBS AG agreed to provide 4,450 names of U.S. account holders to settle a tax-evasion lawsuit, according to news reports.

Retirement plan fiduciaries may have another acronym to worry about—FBAR—which is another name for the Report of Foreign Bank and Financial Accounts.

The Internal Revenue Service (IRS) has finalized its list of guidance documents issued in the last 45 years dealing with 403(b) plans declared obsolete in light of the...

The Internal Revenue Service (IRS) has recently added updated tools to its Employee Plan Team Audit (EPTA) Web site.

The deadline for comments on the Internal Revenue Service’s proposal for a 403(b) plan document prototype program was June 1, and trade groups and industry providers had a...

The SPARK Institute submitted a comment letter to the Internal Revenue Service (IRS) commending it on the proposed 403(b) plans prototype program, and requesting changes that it says...

The repayment of a 401(k) loan may be a real debt obligation, but it’s not a “necessary expense″ for bankruptcy purposes, according to a recent court decision.

The myStockOptions.com Web site has updated its content about the effects of recent federal tax law changes on stock compensation programs.

The U.S. Department of Labor (DoL) and the Internal Revenue Service (IRS) released a new publication to help small employers understand automatic enrollment for 401(k) plans.