-
Publisher: ComplianceDashboard Blog
Author: Peter Iverson, Esq.irs releases guidance on disaster relief distributions and loans under 401k plans
Learn about disaster relief distributions and expanded loans under qualified retirement plans.Learn about disaster relief distributions and expanded loans under qualified retirement plans.Learn about disaster relief distributions and expanded loans under qualified retirement plans.Tags: secure 2.0, loans, irs, disaster relief
5 1 -
Publisher: Journal of Pension Benefits
Author: No AuthorA Look at the IRS's New Employee Plan Audit Pilot Program
The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQsThe IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQsThe IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs5 1 -
Publisher: ComplianceDashboard
Author: No Author401(k) CURRENT EVENTS: IRS EXPANDS DETERMINATION LETTER PROCESS FOR CERTAIN INDIVIDUALLY DESIGNED 401(K) PL...
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...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...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...Tags: irs, determination letters
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorAre Retirement Plan Sponsors Still Required to File Form 8955-SSA? | PLANSPONSOR
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.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.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.Tags: irs, missing participants
5 1 -
Publisher: 401K Specialist
Author: No AuthorIRS Finally Clarifies 401k RMD Calculations in Proposed Rule
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...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...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...Tags: irs, rmd, 2022, secure act
5 1 -
Publisher: PlanSponsor
Author: No AuthorIRS Announces 2022 Retirement Plan Contribution and Benefit Limits
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.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.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.Tags: irs, contribution limits
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorGetting Retirement Plan Help From the IRS
The IRS is here to help plan sponsors with plan direction and assistance with administration duties.The IRS is here to help plan sponsors with plan direction and assistance with administration duties.The IRS is here to help plan sponsors with plan direction and assistance with administration duties.Tags: irs, plan administration, determination letters
5 1 -
Publisher: PlanSponsor
Author: No AuthorDeemed Distributions Can Be Triggered by More Than Just Loan Nonpayment
Your retirement plan may provide a small window for employees to catch up on missed loan payments, plus more. Learn about loan specifications hereYour retirement plan may provide a small window for employees to catch up on missed loan payments, plus more. Learn about loan specifications hereYour retirement plan may provide a small window for employees to catch up on missed loan payments, plus more. Learn about loan specifications hereTags: participant behavior, loans, irs, distributions
5 1 -
Publisher: Groom Law Group
Author: No AuthorIRS Clarifies Partial Plan Termination Relief Under 2020 Legislation
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”), ...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”), ...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”), ...Tags: irs, covid response, partial plan termination
5 1 -
Publisher: PlanSponsor
Author: No AuthorIRS Reveals Retirement Plan Compliance Initiatives
6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vesting6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vesting6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vestingTags: loans, irs, compliance, rmds, vesting
5 1
Page 1 of 1
Powered by Optimal Access
Category Tags Reset
20222023401k5500 formadditional benefitadviceamendmentsauditsautomatic featuresbehavioral financebenchmarkingbest practicesbeyond retirementcaacalculatorcaregivingcares actcase studycollege loan repaymentcompliancecontinued educationcontribution fraudcontribution limitscovid responsecross-plan offsettingcryptocurrencycybersecuritycycle 3dbdebt reductiondecumualationdeferral ratesdelayed retirementdepartment of labordetermination lettersdisaster reliefdistributionsdiversitydue diligencee-deliverye-disclosuresebsaeconomic recoveryeducationemergency savingsemployee behavioremployee benefitemployee communicationemployee enrollmentemployee experienceemployee feedbackemployee wellbeingenhancementserisaerrorsesgfee disclosurefeesfidelityfiduciaryfiduciary governancefiduciary insurancefiduciary outsourcingfiduciary responsibilityfinancial stressfinancial wellnessfraudgen-zguaranteed incomeguidancehardshiphealth debthealth planshealth savings accountshot topicshsain-plan solutionsinclusionincome projectionsinflationinvestment optionsirslawsuitsleakagelegallegislationlitigationloanslong term part timemanaged accountsmarket commentarymatchmental healthmilitarymissing participantspartial plan terminationparticipant behaviorparticipant communicationparticipant educationparticipant outcomesparticipant wellbeingparticipantsparticipation ratespassivepension risk transferpepsphased retirementplan administrationplan auditplan committeeplan designplan documentsplan feesplan governanceplan metricsplan provisionsplan sponsor consultantsplanningportabilitypresenteeismproductsprudent processqdiareadinessreal estaterecord-keeperrecruiting and retentionrehiresreinstatementremote workretirementretirement ageretirement incomeretirement plan optionsretirement readinessretirement savingsretirement securityrfprmdrmdsrolloversrothsavings ratessdbsecure 2.0secure actself correctionsself directed brokerageself-dealingsimplesmall employersocial securitystart-upstarter 401kstate run palnsstatementsstatisticsstudent loansupreme courtsurveysustainable investingsvbtarget date investmentstotal benefitsutilizationvalue addvestingvoluntary correctionswithdrawlswomen