Tag: IRS
beyond (k)
The Same, but Different
Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans
trendspotting
Qualifying Information
IRS publishes additional 409A reporting, withholding instructions
regulatory radar
2009 ERISA Compliance Calendar for DB/DC/403(b) Plans
Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS),...
trendspotting
IRS Issues Final 409A Relief Procedures
Almost one year to the day after Internal Revenue Service (IRS) officials first proposed a series of procedures for correcting income inclusion issues with additional taxes under Section...