EBIA Weekly Archives - 401(k) - Statutes
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Results (452 articles found)
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- DOL Announces Withdrawal of Final Investment Advice Regulations
- From the November 19, 2009 EBIA Weekly
- The DOL has announced the withdrawal of its final regulations regarding investment advice for participants and beneficiaries of individual account plans (including 401(k) plans). The regulations, originally scheduled to be effective March 23, 2009, were intended to implement the ...
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- EFAST2 PIN for Form 5500 Electronic Filing Is Plan Administrator's Signature and Must Not Be Shared
- From the November 12, 2009 EBIA Weekly
- A new question has been added to the DOL’s webpage of FAQs on EFAST2, the all-electronic filing system for Form 5500 filings beginning with 2009 plan years. (For information about other topics addressed in the previous EFAST2 ...
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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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- 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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- 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 ...
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- DOL Approves Use of a Summary Prospectus to Comply With ERISA Section 404(c)
- From the September 10, 2009 EBIA Weekly
- In this Field Assistance Bulletin (FAB), the DOL concludes that a mutual fund “Summary Prospectus” could be used to comply with the requirement in the ERISA 404(c) regulations that a plan fiduciary provide a prospectus to a ...
