IRS Issues Documentation Requirements for Employee Benefit Plan Hardship Withdrawals
In a February 23, 2017 memorandum to its agents, the IRS did an about-face regarding the documentation that plan participants must provide to enable them
What You Should Be Doing to Prepare for the October 15 Form 5500 Filing Deadline
As the October 15 Form 5500 filing deadline quickly approaches, there are some important items you should address sooner rather than later: Contact your
401(k) Plan Sponsors Continue to Face Class-Action Lawsuits
This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November
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.
Employers sponsoring 403(b) retirement plan programs may recall that, during 2007, the Internal Revenue Service (IRS) issued the highly anticipated final
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
This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.