EBIA Weekly Archives - 401(k) - Statutes
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Results (467 articles found)
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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 ...
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- IRS Proposes Regulations Addressing Notice of Participant's Right to Defer a Distribution and 180-Day Notice Period
- From the October 09, 2008 EBIA Weekly
- The Pension Protection Act of 2006 (PPA) added a requirement that the notice of a participant’s right to defer an immediate distribution (required by regulations under Code Section 411) also describe the consequences of taking an immediate distribution. ...
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- IRS Sets 2008-2009 Priorities for Issuing Regulations and Other Guidance Affecting 401(k) Plans
- From the October 02, 2008 EBIA Weekly
- The Treasury Department and the IRS have issued their 2008-2009 Priority Guidance Plan, which provides a preview of forthcoming regulations and other guidance under development. Last week’s EBIA Weekly provided highlights of the items affecting cafeteria and ...
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- IRS Eases Certain Restrictions on Submission and Use of New Pre-Approved Plans
- From the September 25, 2008 EBIA Weekly
- The IRS has released Revenue Procedure 2008-56, which eases certain restrictions that Revenue Procedure 2007-44 imposed on the issuance of opinion and advisory letters for new pre-approved plans (that is, master and prototype (M&P) or ...
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- SEC Warns Investors About the Pitfalls of Using 401(k) Debit Cards
- From the September 04, 2008 EBIA Weekly
- The Securities and Exchange Commission (SEC) has posted on its website a warning to investors about the possible adverse effects of using the so-called “401(k) debit cards” that some companies are beginning to offer to 401(...
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- Proposed DOL Regulations Would Implement PPA Investment Advice Exemption; Proposed PTE Would Significantly Expand Relief
- From the August 28, 2008 EBIA Weekly
- The DOL has proposed regulations intended to implement the statutory prohibited transaction exemption for “eligible investment advice arrangements” added by the Pension Protection Act of 2006 (PPA). Under the statutory exemption, certain transactions associated with providing investment advice ...
