|
Regulatory
2010 Cost of Living Adjustments Unchanged!
Fee Disclosure Readiness Alert (pdf 55kb)
Qualified Plan News ALERT!
Qualified Plan News
Retirement Update
High level overview of regulatory changes for Corporate, Healthcare, Not-for-Profit, Education and Government employers.
- Retirement Update: February 2010 (pdf 190kb)
HEART Act Guidance, White House Retirement Security Fact Sheet, NonQual Voluntary Correction Notice, IRS Tax Publication Update, Safe Harbor Regs for Small Pension Plans, EFAST2 Online 5500 Filing System, DOL and IRS Publications.
- Retirement Update: January 2010 (pdf 169kb)
Roth IRA Changes, 403(b) Amendment Guidance, 2010 Covered Compensation Table, EBSA Q&A
- Retirement Update: December 2009 (pdf 205kb)
IRS Priority Guidance Plan; Notice extends Normal Retirement Age Compliance Requirements for governmental plans; Pilot Program to truncate Social Security Numbers, DOL back to work on Investment Advice, DOL FAQ on EFAST2
- Retirement Update: November 2009 (pdf 167kb)
2010 COLA; New IRS web site EBSA guidance on Schedule C Reporting; no changes to taxable wage base.
- Retirement Update: October 2009 (pdf 180kb)
Treasury announces retirement Security Initiatives; Automatic Enrollment guidance; savings options for tax refunds; unused vacation; IRS Minimum Distribution guidance, Safe Harbor explanation
- Retirement Update: September 2009 (pdf 180kb)
IRS publishes Summer Retirement News on hardship withdrawals and faulty Automatic Enrollment correction; IRS offers mini-course on 403(b)s; FTC clarifies loans
- Retirement Update: August 2009 (pdf 184kb)
DOL Guidance for ERISA 403(b) Plans, Recent Enforcement Activities, IRS AKLI-ABA Webcast on 403(b)s
- Retirement Update: July 2009 (pdf 155kb)
Summer Edition of Employee Plan News, TX establishes TPA requirements for schools & Criteria for Plan Administrative Services, Need for Assistance for School 403(b) Plans
- Retirement Update: June 2009 (pdf 145kb)
IRS Proposed Safe Harbor Regulations, Spring Edition of Retirement News for Employers
- Retirement Update: May 2009 (pdf 135kb)
IRS Release Draft Guidance on 403(b) Prototype Plans and Sample Plan Language
- Retirement Update: April 2009 (pdf 135kb)
IRS publishes Spring Edition of Employee Plan News and Article on Nonamenders and the Voluntary Correction Program (VCP); Department of Labor Extends Effective Date of Investment Advice Rules
- Retirement Update: March 2009 (pdf 204kb)
Pilot Questionnaire for Governmental Plans, Automatic Contribution Regulations Finalize, DOL Reporting Disclosure Guide
- Retirement Update: February 2009 (pdf 171kb)
Regulatory Review Ordered by President, Non-Spousal Beneficiary Rollovers, DOL Releases Automatic Enrollment 401(k) Plans Publication, Social Security App Online.
Qualified Plan News ALERTS
Qualified Plan News
Regulatory topics in detail for Corporate employers
C06-1023-009R
5058396
|
