Monday, March 22, 2010

Employee Plans News – Spring 2010 Edition

The IRS released Employee Plans News – Spring 2010 Edition. It contains the following articles:

  • DOs and DON'Ts for Form 5307 Applications
  • What Can and Can't Be Rolled Over to a Roth IRA
  • The Taxable Portion of Your Rollover to a Roth IRA
  • Distribute Excess Deferrals
  • We're Glad You Asked!
  • Fix-It Guides - Common Problems, Real Solutions!
  • Future Requirements for Tax Return Preparers
  • Web Spins
  • Free Phone Forum - Retirement Plans Determination Letter Program,
    March 31, 2010
  • Critical Priorities…With Monika Templeman - Today's Discussion: Multiemployer Funding Issues
  • Employee Plans Published Guidance
  • PBGC Insights
  • DOL Corner
  • Calendar of EP Benefits Conferences

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