EBIA Weekly Archives - 401(k) - Statutes
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Results (467 articles found)
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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 ...
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- IRS Issues Additional Guidance on Tax Consequences of Rollovers From Employer Plans to Roth IRAs
- From the September 10, 2009 EBIA Weekly
- The IRS has issued Notice 2009-75, in Q&A format, to provide additional guidance on the federal income tax consequences of rolling over an eligible rollover distribution (ERD) from a qualified plan (including a 401(k) plan) to ...
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- IRS Issues Guidance on Expanding Automatic Enrollment and Contributing Unused Leave Amounts to 401(k) Plans
- From the September 10, 2009 EBIA Weekly
- The IRS has issued a set of three revenue rulings and four notices collectively intended to encourage retirement savings. The new guidance, jointly announced by the Treasury Secretary and the Obama Administration, expands opportunities for automatic enrollment in 401(k) ...
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- DOL Staff Members Provide Informal Views on Uncashed Checks, Plan Audits, and Class Action Lawsuits
- From the August 27, 2009 EBIA Weekly
- The Joint Committee on Employee Benefits (JCEB) of the American Bar Association has reported on its May 7, 2009 Q&A session with DOL staff members. Highlights include unofficial, nonbinding remarks about these 401(k)-related plan topics: uncashed ...
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- DOL Approves First Commercial Software Vendor for All-Electronic Form 5500 Filing Under EFAST2
- From the August 27, 2009 EBIA Weekly
- The DOL has begun compiling its list of companies that have developed “approved software” for use in preparing and submitting Form 5500 for the 2009 plan year under the new all-electronic EFAST2 system. As background, DOL final ...
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- IRS Extends End of Remedial Amendment Period and Affirms Cycle E Option for Governmental Plans
- From the August 13, 2009 EBIA Weekly
- In Revenue Procedure 2009-36, the IRS has extended the post-cycle remedial amendment period for governmental plans. As background, Code Section 401(b) provides a remedial amendment period during which plan sponsors may retroactively amend their plans to comply ...
