Tuesday, February 25, 2014

Retirement News for Employers – February 24, 2014 Edition

›
The IRS released   Retirement News for Employers – February 24, 2014 Edition . It contains the following articles: ·           Retire...
Friday, March 23, 2012

Employee Plans News - Issue Number: 2012-1 – March 20, 2012

›
The IRS released Employee Plans News - Issue Number: 2012-1 – March 20, 2012 . It contains the following articles: · Lifetime income opt...
Wednesday, February 15, 2012

Retirement News for Employers – Winter 2012 Edition

›
The IRS released Retirement News for Employers – Winter 2012 Edition . It contains the following articles: · 401(k) Questionnaire Interi...
Monday, November 28, 2011

Retirement News for Employers – Fall 2011 Edition

›
The IRS released Retirement News for Employers – Fall 2011 Edition . It contains the following articles: Paying Retirement Plan Benefits Max...
Wednesday, September 21, 2011

DOL Announces it will Re-Propose Rule on Definition of Fiduciary

›
The DOL announced that it will re-propose its rule on the DOL Proposed Regulation – Definition of the Term "Fiduciary" : WA...
Monday, September 12, 2011

IRS Announcement 2011-59 - Nonbank trustees; section 1.408-2(e) of the regulations.

›
This announcement contains a list of entities approved to act as nonbank trustees and nonbank custodians within the meaning of section 1.408...
Monday, August 22, 2011

IRS Notice 2011-67 - Weighted average interest rate update; corporate bond indices; 30-year Treasury securities; segment rates.

›
This notice contains updates for the corporate bond weighted average interest rate for plan years beginning in August 2011; the 24-month ave...
Monday, June 27, 2011

IRS Notice 2011-49 - Weighted average interest rate update; corporate bond indices; 30-year Treasury securities; segment rates.

›
This notice contains updates for the corporate bond weighted average interest rate for plan years beginning in June 2011; the 24-month aver...
Thursday, June 23, 2011

Employee Plans News - Issue Number: 2011-5 – June 22, 2011

›
The IRS released Employee Plans News - Issue Number: 2011-5 – June 22, 2011 . It contains the following articles: 2009 Form 8955-SSA and 201...
Monday, May 9, 2011

IRS Notice 2011-33 - Weighted average interest rate update; corporate bond indices; 30-year Treasury securities; segment rates.

›
This notice contains updates for the corporate bond weighted average interest rate for plan years beginning in April 2011; the 24-month aver...
Monday, March 28, 2011

IRS Notice 2011-22 - Weighted average interest rate update; corporate bond indices; 30-year Treasury securities; segment rates.

›
This notice contains updates for the corporate bond weighted average interest rate for plan years beginning in March 2011; the 24-month ave...
Monday, March 21, 2011

IRS Announcement 2011-21 - Replacement of Schedule SSA (Form 5500) with Form 8955-SSA

›
This announcement designates Form 8955-SSA, Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits, ...
Monday, March 7, 2011

IRS Revenue Ruling 2011-7 - Section 403(b) plan termination

›
Final regulations under section 403(b) of the Code were published in 2007. Under the regulations a section 403(b) plan is permitted to cont...
Monday, February 28, 2011

IRS Notice 2011-19 - Definition of Readily Tradable On An Established Securities Market.

›
This notice provides guidance regarding when securities of the employer are readily tradable on an established securities market or readily ...

IRS Notice 2011-13 - Weighted average interest rate update; corporate bond indices; 30-year Treasury securities; segment rates.

›
This notice contains updates for the corporate bond weighted average interest rate for plan years beginning in February 2011; the 24-month a...