Searching Content indexed under Retirement, Superannuation & Pensions by Grant Thornton LLP ordered by Published Date Descending.
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IRS Issues Model Amendments For Certain Defined Benefit Plans
To facilitate the payment of benefits from a defined benefit pension plan partly in the form of an annuity and partly as a single sum, Treasury and the IRS amended the regulations under Section 417(e)...
United States
4 Oct 2017
Treasury Announces The Wind Down Of The myRA Program
The Treasury Department recently announced that it will begin to wind down the myRA program after a review by the government found it not to be cost-effective.
United States
24 Aug 2017
Application Procedures Revised For Suspending Multiemployer Pension Plan Benefits
The sponsors of those plans are permitted to reduce the pension benefits payable to plan participants and beneficiaries if certain conditions are satisfied.
United States
23 Aug 2017
IRS Issues Guidance Regarding Qualified Retirement Plan Documents
Many employers that sponsor a retirement plan, such as a Section 401(k) plan, rely on a bank, broker, insurance company or similar party to provide them with the legal document that sets forth...
United States
28 Jul 2017
Hot Topics In Administering Retirement Benefits
The increased use of technology has led to improved administration of retirement benefits through advancements in electronic data storage and online participant portals.
United States
25 Jul 2017
Cash Balance Plans Can Be An Attractive Choice For Partnerships And Small Businesses
Do your partners (or co-owners) want to defer into retirement plans more than $60,000 annually – the current limit for contributions to plans such as 401(k) and profit sharing plans?
United States
26 Jun 2017
Court Holds Pension Plan Interest Not An Asset For COD Income Insolvency Exception
The Tax Court has held in Scheiber v. Commissioner (T.C. Memo 2017-32) that an individual's interest in a pension plan was not an asset for purposes of determining the extent of his insolvency under Section 108(d).
United States
10 Mar 2017
IRS Proposes Rules On Qualified Matching Contributions And Qualified Nonelective Contributions
The proposed regulations would apply to taxable years beginning on or after the final regulations' publication date. Taxpayers may rely on the proposed regulations until they become final.
United States
13 Feb 2017
Year-End Tax Guide For Compensation And Benefits
Grant Thornton LLP's Year-End Tax Guide for Compensation and Benefits is designed to give comprehensive information about the complex tax issues you worry about. We include a portion of the guide here.
United States
22 Dec 2016
IRS Announces Annual Cost-Of-Living And Inflation Adjustments For 2017
The IRS has announced its annual cost-of-living and inflation adjustments for 2017, offering a bump that is much more modest than the increase in wages subject to Social Security.
United States
8 Nov 2016
Wyden Proposes Retirement Discussion Draft
Senate Finance Committee ranking minority member Ron Wyden, D-Ore., has released a discussion draft of legislation that would overhaul the tax rules on retirement accounts.
United States
5 Oct 2016
Revenue Procedure Eases IRA 60-Day Rollover Rules
A new revenue procedure makes obtaining relief from the individual retirement account (IRA) 60-day rollover rules simpler.
United States
30 Sep 2016
IRS Issues Final Regulations Regarding Partial Pension Annuities
The IRS issued final regulations (T.D. 9783) that provide guidance relating to the minimum present value requirements that apply to certain defined benefit pension plans.
United States
30 Sep 2016
IRS Creates Self-Correction Procedure For Missed Retirement Plan Rollovers
The IRS has created a self-correction procedure designed to help recipients of missed retirement plan rollovers retirement plan distributions who inadvertently miss the 60-day time limit...
United States
30 Sep 2016
Due Diligence Can Avert Issues With Retirement Plans
Employers who run retirement plans should periodically do system-wide due diligence to make corrections. Errors happen, from simple clerical mistakes to systematic failures in the record-keeping system.
United States
8 Aug 2016
Sharpening Your Edge In Retirement Benefits
Businesses that want to effectively recruit and retain employees know they need to offer and support leading-edge retirement benefits.
United States
8 Jul 2016
IRS Provides Guidance On Distributions From Qualified Defined Benefit
The IRS provided guidance in Notice 2016-39 on whether payments an employee receives from a qualified defined benefit plan during phased retirement are amounts received as an annuity under Section 72.
United States
5 Jul 2016
Qualified Retirement Plan Corrections: Basics And New Opportunities
The webcast will cover the key elements of the IRS's Employee Plans Compliance Resolution System, including how the EPCRS offers opportunities to reduce correction costs and mitigate risk in the event of an IRS or Department of Labor audit.
United States
9 May 2016
IRS Issues Guidance On Suspension Of Retirement Benefits
The sponsors of those plans are permitted to reduce the pension benefits payable to plan participants and beneficiaries if certain conditions are satisfied.
United States
7 Oct 2015
IRS Announces Changes To The Employee Plans Determination Letter Program
The IRS announced (Announcement 2015-19) important changes to the employee plans determination letter program for qualified retirement plans.
United States
4 Aug 2015
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