EBIA Weekly Archives - 401(k) - Statutes
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Results (452 articles found)
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- DOL Issues Field Guidance in FAQ Format on the Bonding Requirement for ERISA Plans
- From the December 04, 2008 EBIA Weekly
- ERISA requires all persons, including fiduciaries, who handle funds or other property of an employee benefit plan to be bonded (unless they are covered by an exemption) to protect ERISA plans against loss due to fraud or dishonesty by plan ...
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- Advance Form 5500 Released for Reporting on 2008 Plan Year
- From the November 26, 2008 EBIA Weekly
- The DOL, IRS, and Pension Benefit Guaranty Corporation have released advance copies of the Form 5500, Schedules, and Instructions to be used by employee benefit plans for reporting on 2008 plan years. We will cover this development in next week&#...
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- DOL Issues FAB on ERISA's Bonding Requirement
- From the November 26, 2008 EBIA Weekly
- ERISA requires all persons, including fiduciaries, who handle funds or other property of an employee benefit plan to be bonded (unless they are covered by an exemption). As part of its ongoing compliance program, the DOL has issued a field ...
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- IRS Permits Governmental Plans One-Time Option to File as Cycle E Filers
- From the November 13, 2008 EBIA Weekly
- The IRS has announced a one-time modification of the staggered remedial amendment program that will permit sponsors of governmental plans to postpone their first determination letter filing until Cycle E. Currently, Revenue Procedure 2007-44 requires governmental plans to ...
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- IRS Implements Enrolled Retirement Plan Agent (ERPA) Program
- From the October 30, 2008 EBIA Weekly
- An enrolled retirement plan agent (ERPA) is a new classification of individual recognized to practice before the IRS under Circular 230. Practice as an ERPA is limited to representing taxpayers before the IRS on matters involving (1) the Employee Plans ...
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- DOL Updates Guidance on Economically Targeted Investments, Exercise of Shareholder Rights
- From the October 23, 2008 EBIA Weekly
- The DOL has issued interpretive bulletins that update its guidelines on economically targeted investments and the exercise of shareholder rights. Under the updated guidelines, plan fiduciaries may not consider any factor other than the economic interest of the plan when ...
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- DOL Adds Online Payment Option to DFVC Program Penalty Calculator
- From the October 16, 2008 EBIA Weekly
- The DOL’s Delinquent Filer Voluntary Compliance Program (DFVC Program) provides reduced penalties for plan administrators that have failed to timely file annual reports (Form 5500s) required by ERISA. Under the DFVC Program, plan administrators that comply with the ...
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- IRS Announces 2009 Cost-of-Living Increases in Dollar Limits and Thresholds for Retirement Plans
- From the October 16, 2008 EBIA Weekly
- The IRS has announced the 2009 cost-of-living increases applicable to the dollar limits and thresholds for retirement plans. Most of the dollar limits will increase for 2009. Here are the 2009 limits and thresholds most relevant to 401(...
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- New Veterans' Benefits Law Amends USERRA to Expedite Enforcement and Address Statute of Limitations Issue
- From the October 16, 2008 EBIA Weekly
- On October 10, 2008, President Bush signed into law the Veterans’ Benefits Improvement Act of 2008, which includes provisions to improve compensation and pension, housing, labor and education, and insurance benefits for veterans. Among the Act’s changes, ...
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- DOL Finalizes Annuity Selection Rule and Amendments to Plan Termination Rules for Missing Non-Spouse Beneficiaries
- From the October 09, 2008 EBIA Weekly
- The DOL has finalized (1) the annuity selection rule for individual account plans (including 401(k) plans); and (2) amendments to the fiduciary safe harbor for making IRA rollover distributions from terminating plans. The final rule and amendments conform the ...
