Curated Content Library

Learn about disaster relief distributions and expanded loans under qualified retirement plans.

The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs 

On November 7, 2022, the IRS released Revenue Procedure (Rev. Proc.) 2022-40 which generally updates the determination letter submission process for qualified retirement plans, including 401(k) plans. In particular, among other changes, the program e...

What is Form 8955-SSA? And are plan sponsors still required to file it? Hear it from the experts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru...

IRS Announces 2022 Contribution Limits! Employees can defer up to $20,500 to their 401(k) plan. Most defined contribution plan participants can defer up to $20,500 to plans in 2022.

The IRS is here to help plan sponsors with plan direction and assistance with administration duties.

Your retirement plan may provide a small window for employees to catch up on missed loan payments, plus more. Learn about loan specifications here

On April 27, the Internal Revenue Service (“IRS”) issued informal guidance on partial plan terminations as part of the COVID-related tax relief provided under The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the “Relief Act”), ...

6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vesting