Searching Content indexed under Retirement, Superannuation & Pensions by Jake Downing ordered by Published Date Descending.
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IRS Announces 2019 Inflation-Adjusted Benefit Limits
The Internal Revenue Service has announced cost-of-living adjustments applicable to dollar limitations for retirement plans and other benefits for 2019.
United States
8 Nov 2018
Massive Budget Deal Includes Important Changes To Hardship Withdrawal Rules
On Friday, February 9, 2018, the Bipartisan Budget Act of 2018 (the "Act") was signed into law by President Trump, ending a brief government shutdown that began at 12:01 a.m. on Thursday, February 8, 2018.
United States
27 Feb 2018
Senate And House Reconcile Their Versions Of Tax Reform
This is the fourth issue in a planned series of alerts designed to provide an in-depth analysis on topics related to tax reform. This Tax Reform Management Alert ...
United States
27 Dec 2017
Tax Reform Passes The Next Hurdle – The Senate
This is the second issue in a planned series of alerts for employers on selected topics on tax reform. The series of Tax Reform Management Alerts is designed to provide an in-depth analysis of executive ...
United States
12 Dec 2017
Missing Participants And Beneficiaries And Required Minimum Distributions
The Internal Revenue Service released guidance detailing specific procedures qualified retirement plans may utilize to satisfy required minimum distribution standards for missing participants and beneficiaries.
United States
6 Nov 2017
Guidance To IRS Examiners On 401(K)/403(B) Hardship Withdrawals
Over the past few years, plan administrators have frequently asked how hardship withdrawal requests can/should be substantiated from 401(k) and 403(b) plans and, in particular, whether self-certification is sufficient.
United States
14 Mar 2017
IRS Says Employees Of Disregarded Single-Member LLC May Participate In Parent's 403(B) And 457(B) Plans
A recently published IRS memorandum provides that employees of a single-member LLC treated as a disregarded entity must be allowed to participate in a section 403(b) plan...
United States
7 Sep 2016
It's The End Of The Determination Letter Program -- As We Know It
With Announcement 2015-19, the Internal Revenue Service has effectively ended the determination letter program for individually designed qualified plans as of January 1, 2017.
United States
6 Oct 2015
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