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Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would

Form 5500 Extension Date Modified in Highway Funding Legislation

Beginning in 2017, plans that extend their Form 5500 will have an extra month to file. The short-term highway funding extension that President Obama signed

New Law Changes Extended Filing Deadlines for Forms 5500 and 8955-SSA

President Barack Obama signed into law legislation that impacts the due date for Forms 5500 and 8955-SSA for plan years beginning January 1, 2016 or later.

IRS Emphasizes Hardship Withdrawal Requirements for Plan Sponsors

The IRS may be putting additional focus on the handling of hardship withdrawals for 401(k) plans. In a bulletin dated April 1, 2015, the IRS cautioned
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Pre-Approved 403(b) Plan Documents

Employers sponsoring 403(b) retirement plan programs may recall that, during 2007, the Internal Revenue Service (IRS) issued the highly anticipated final
Benefits, ERISA
Lara Fuller | 3.3.2015

When Should You Consider the New Mortality Tables?

Most entities that sponsor defined benefit plans are aware that the Society of Actuaries released in October 2014 updated mortality tables to be considered
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