EBIA Weekly Archives - 401(k) - Statutes
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Results (452 articles found)
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- DOL Proposes Regulation on Fiduciary Disclosures for Participant-Directed Individual Account Plans
- From the July 24, 2008 EBIA Weekly
- The DOL has issued a proposed regulation that would require plan fiduciaries to disclose plan- and investment-related information, including information on fees and expenses, to participants and beneficiaries in participant-directed individual account plans (including 401(k) plans). The ...
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- DOL Issues FAQs on Schedule C Required for 2009 Plan Years
- From the July 24, 2008 EBIA Weekly
- The DOL has issued 40 frequently asked questions on Schedule C disclosures to be required for 2009 and later plans years (when mandatory electronic filing of Form 5500 is set to begin). (See our article on the new Form 5500 ...
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- Informal Views of IRS and Treasury Officials on Automatic Contribution Arrangements, Determination Letters, and Other Issues
- From the July 03, 2008 EBIA Weekly
- The Joint Committee on Employee Benefits (JCEB) of the American Bar Association has posted a report on the May 2008 Q&A session between JCEB representatives and IRS and Treasury officials. Highlights include the following informal, nonbinding remarks about ...
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- IRS Newsletter Identifies Common Electronic Record Retention Problems and Reviews Requirements
- From the June 26, 2008 EBIA Weekly
- In its latest newsletter for retirement plan practitioners, the IRS highlights some of the difficulties it has encountered in its employee plan examinations due to the increasing automation of plan administration, including functions such as payroll, discrimination testing, and distributions. ...
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- President Signs Heroes Earnings Assistance and Relief Tax Act of 2008
- From the June 19, 2008 EBIA Weekly
- We recently reported that Congress had passed the Heroes Earnings Assistance and Relief Tax Act of 2008 (Heroes Act or HEART Act), which contains changes to the Code that may affect benefits for members of the military and their families ...
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- New Legislation Enhances 401(k) Benefits for Military Personnel, Allows Qualified Reservist Distributions From Health FSAs, and Extends MHPA
- From the May 29, 2008 EBIA Weekly
- On May 22, 2008, Congress passed the Heroes Earnings Assistance and Relief Tax Act of 2008 (Heroes Act or HEART Act), which President Bush is expected to sign into law. Among the Act’s provisions are a variety of ...
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- DOL Corrects and Supplements Final Regulations on QDIAs
- From the May 01, 2008 EBIA Weekly
- Last October, the DOL issued final regulations implementing ERISA Section 404(c)(5), which limits fiduciary liability when participants don’t give investment directions and the plan then invests on their behalf in a “qualified default investment alternative&#...
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- IRS Updates 2007-2008 Priority Guidance Plan
- From the April 24, 2008 EBIA Weekly
- The Department of the Treasury and the IRS have updated their 2007-2008 Priority Guidance Plan (for the period July 1, 2007 through June 30, 2008), which was initially released in August 2007. The updated 2007-2008 Priority Guidance Plan ...
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- IRS Announces Date for Issuing Letters on Pre-Approved Plans, Schedule for Plan Adoptions, and Details for Submissions
- From the March 20, 2008 EBIA Weekly
- The IRS has announced that it will begin issuing opinion and advisory letters on pre-approved defined contribution plan documents (i.e., master and prototype (M&P) and volume submitter (VS) plans) on or soon after March 31, 2008. ...
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- Q&A Guidance on New Requirements: Gap-Period Earnings on Excess Deferrals and Rollovers to Roth IRAs
- From the March 06, 2008 EBIA Weekly
- This notice provides guidance, in Q&A format, on the gap-period earnings requirement that applies to distributions of excess deferrals for taxable years beginning on or after January 1, 2007. It also addresses several distribution-related provisions of ...
