EBIA Weekly Archives - 401(k) - Statutes
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Results (467 articles found)
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- Three Form 5500 Developments: EFAST2 Website Goes Live, New Guidance on Submitting Delinquent/Amended Filings, and Agencies Release Form 5500 for Both 2009 and 2010 Plan Years
- From the January 07, 2010 EBIA Weekly
- DOL has ushered in the new year with several developments applicable to Form 5500 filings for plan years beginning on or after January 1, 2009. First, as anticipated, the DOL’s all-electronic system for filing Form 5500s—...
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- DOL Affirms Application of ERISA's Mutual Fund Exclusions to Typical "Target Date" and "Lifecycle" Fund Arrangements
- From the December 23, 2009 EBIA Weekly
- The DOL has affirmed that the assets of “target date” and “lifecycle” mutual funds (collectively, “lifestyle” funds) do not constitute plan assets of investing employee benefit plans, and the investment advisors to such mutual ...
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- GAO Report to Congress Finds Confusion Over Form 5500 Schedule C Reporting and Recommends Additional Guidance
- From the December 17, 2009 EBIA Weekly
- In this report to Congress, the Government Accounting Office (GAO) has concluded that DOL guidance regarding Form 5500 Schedule C lacks clarity and, therefore, is unlikely to fulfill the purpose of capturing the costs that ERISA plans incur (see our ...
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- IRS Issues 2009 Cumulative List of Changes for Cycle E Plans and Extends Diversification Amendment Deadline
- From the December 17, 2009 EBIA Weekly
- In Notice 2009-98, the IRS has issued its 2009 Cumulative List, which identifies the statutory, regulatory, and guidance changes that the IRS will look for when individually designed plan documents are submitted for determination letters during the Cycle E ...
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- IRS Newsletter Highlights Internal Compliance Controls, Schedule SSA, and Website Updates
- From the December 10, 2009 EBIA Weekly
- In this edition of its retirement newsletter for employers, the IRS includes the following items of interest to employers who maintain 401(k) plans: Interview With Director of Employee Plans (EP) Examinations. According to the Director of EP Examinations, “...
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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 ...
