News & Analysis as of

Retirement Plan Providers Today's Popular Updates Internal Revenue Service

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Roth Mandate Mess: AICPA Asks for Clarity on SECURE 2.0 Catch-Up Contributions

When Congress passes sweeping retirement legislation, the details often come later—and those details usually come in the form of regulatory spaghetti that plan sponsors and administrators are left to untangle. Case in point:...more

Alston & Bird

Retirement Plan Amendments and 2023 Year-End Action Items

Alston & Bird on

Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2023 IRS year-end amendments and offers year-end action items....more

Holland & Hart - The Benefits Dial

Your [es]cheating heart … might be useful to retirement plans dealing with missing participants

Retirement plan administrators have for years sung the sad lament of what to do with missing participants. Ol’ Hank Williams himself could have written a hit song about the problem. Recent guidance from the IRS may have the...more

Fisher Phillips

IRS Guidance On The Effect Of COVID-19 On Partial Plan Terminations

Fisher Phillips on

COVID-19 has forced many employers to reduce their workforce through furloughs or layoffs. These reductions may cause employers to experience a partial plan termination of their qualified retirement plans, which requires 100%...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Well, I was right about auto enrollment

People are flawed, except for saints and Popes. One of my many flaws is that I enjoy being right. I love predicting things and being right (such as the end of revenue sharing, and a former employer going out of business...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t forget that DB restatement date

The Internal Revenue Service (IRS) has established a process that requires all retirement plan sponsor who have adopted a pre-approved retirement plan to restate their plans once every six years to reflect changes in the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Out of the box only causes trouble

This is Spinal Tap has the great line that “there is a fine line between being clever and stupid.” The same can be said with plan provisions that are what I call: “out of the box.” I call it out of the box because it reminds...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Problems with 403(b) Plans

I always say that as bad as 401(k) plans may be, 403(b) plans are in much worse shape. It didn’t help that the Internal Revenue Service only issued regulations that governed them only 30 years too late, back in 2008. It also...more

8 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide