Tag: retirement plan determination letter

Compliance News

Legislative and Judicial Actions

HSA inflation adjustment, 403(b) catch-up contributions, tax treatment under the CARES Act, and more.

Compliance

June 26th, 2018

Groom Law Group Calls for IRS Determination Letter Program Expansion

At the start of 2017, the Internal Revenue Service dramatically limited when a retirement plan could seek an individual determination on its tax-qualified status; ERISA attorneys are calling...

Compliance

March 20th, 2018

IRS Cuts Fee for Application for Determination for Terminating Plan

The fee has been reset to the 2017 level.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management