EBIA Weekly Archives - 401(k)
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Results (830 articles found)
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- FTC Delays Its Enforcement of Identity Theft Red Flags Rule Until June 2010
- From the November 05, 2009 EBIA Weekly
- The Federal Trade Commission (FTC) has announced that it is delaying its enforcement of the Identity Theft Red Flags Rule until June 1, 2010. The Rule, which was issued jointly by six federal agencies, requires financial institutions and creditors with &#...
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- DOL Issues Additional FAQs on Schedule C for 2009 Form 5500
- From the October 29, 2009 EBIA Weekly
- The DOL has issued 25 additional FAQs concerning the Schedule C disclosures for 2009 and later plan years. This guidance supplements a set of 40 FAQs issued last year. (See our Checkpoint Newsstand article.) Generally, both pension plans and those ...
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- Plan Administrator Cannot Consider Motivation for Participants' Divorces When Determining Status of QDRO
- From the October 22, 2009 EBIA Weekly
- In this case, a plan administrator sought to recover lump sum benefits that a pension plan paid pursuant to QDROs that the administrator claimed were the result of “sham” divorces. According to the administrator, the plan participants—...
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- 2010 Cost-of-Living Adjustments in Dollar Limits and Thresholds for Retirement Plans Make Very Few Changes From 2009
- From the October 15, 2009 EBIA Weekly
- The IRS has announced the 2010 cost-of-living adjustments applicable to the dollar limits and thresholds for retirement plans. Most of the limits remain unchanged from 2009 because the procedures for making annual adjustments do not allow the limits ...
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- Oral Statements Allegedly Changing Plan Terms Did Not Support Claim for Fiduciary Breach
- From the October 08, 2009 EBIA Weekly
- In this case, executives of a subsidiary group that merged with its parent company sued the parent (and plan sponsor) for alleged oral misrepresentations about how their pensions would be calculated. According to the executives, they were promised that their ...
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- Will an SPD posted on our company's intranet satisfy the requirement under ERISA to deliver SPDs to participants?
- From the October 01, 2009 EBIA Weekly
- QUESTION: Our plan administrator would like to post our company’s employee benefit plan SPDs on the company’s intranet instead of delivering paper copies to participants. Would this method of delivering SPDs satisfy ERISA? ANSWER: Yes, if ...
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- IRS and Treasury Officials Provide Informal Views on Safe Harbor Contributions, ADP/ACP Testing Methods, and W-2 Imputed Income
- From the October 01, 2009 EBIA Weekly
- The Joint Committee on Employee Benefits (JCEB) of the American Bar Association has reported on its May 2009 Q&A session with IRS and Treasury officials. Highlights include unofficial, nonbinding remarks about these 401(k)-related plan topics: reducing ...
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- IRS Provides Guidance, Transition Relief, and Sample Amendments on 2009 RMD Waivers Under Recovery Act
- From the September 24, 2009 EBIA Weekly
- The Worker, Retiree, and Employer Recovery Act of 2009 (known as the Recovery Act or WRERA) waived required minimum distributions (RMDs) for defined contribution plans and IRAs for 2009 (see our article at http://www.ebia.com/WeeklyArchives/401k/Statutes/...
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- DOL Releases New FAQs on All-Electronic Form 5500 Filing Under EFAST2
- From the September 24, 2009 EBIA Weekly
- The DOL’s EFAST website now contains 45 FAQs addressing EFAST2, the all-electronic filing system for Form 5500 that is scheduled to be available beginning January 2010. As background, final DOL regulations issued in 2007 require that all ...
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- IRS Announces Retirement Plans Navigator Website for Small Businesses
- From the September 17, 2009 EBIA Weekly
- The IRS has announced a new website to encourage small businesses to establish retirement plans, including 401(k) plans, for their employees. The website, called the IRS Retirement Plans Navigator, is designed to help employers choose the right retirement plan ...
