EBIA Weekly Archives - 401(k) - Statutes
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Results (467 articles found)
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- DOL Proposes Regulations and PTE Under PPA Exemption for Eligible Investment Advice Arrangements
- From the August 21, 2008 EBIA Weekly
- The Pension Protection Act of 2006 (PPA) created a statutory exemption from the prohibited transaction rules of ERISA for certain transactions that occur in connection with the provision of investment advice to participants and beneficiaries in participant-directed individual account ...
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- Updated EPCRS Adds New Correction Methods, Expanded Availability for Streamlined VCP, and Other Changes
- From the August 21, 2008 EBIA Weekly
- In Revenue Procedure 2008-50, the IRS has updated and expanded its system of voluntary correction programs for retirement plans, known as the Employee Plans Compliance Resolution System (EPCRS). The updated procedure makes numerous modifications to the 2006 version of ...
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- IRS Releases Anticipated Update and Expansion of Its Employee Plans Compliance Resolution System (EPCRS)
- From the August 14, 2008 EBIA Weekly
- The IRS has released the anticipated update and expansion of its system of voluntary correction programs for retirement plans, known as the Employee Plans Compliance Resolution System (EPCRS). The system includes three levels of correction programs—a Self-Correction ...
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- DOL and SEC Sign Memorandum of Understanding to Share Retirement and Investment Information
- From the August 14, 2008 EBIA Weekly
- In this Memorandum of Understanding (MOU), the DOL and SEC have formalized their longstanding practice of sharing information relevant to their regulatory and enforcement responsibilities. According to the DOL news release, the agreement will help “protect the $5.8 ...
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- DOL Staff Members Provide Informal Views on ERISA 404(c) Plans, Fiduciary Liability, and Plan Expenses
- From the August 07, 2008 EBIA Weekly
- The Joint Committee on Employee Benefits (JCEB) of the American Bar Association has posted a report on the May 7, 2008 Q&A session between JCEB representatives and DOL staff members. Highlights include the following unofficial, nonbinding remarks about ...
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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 ...
