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Retirement Plan › New Guidance › Taxation

Hanson Bridgett

IRS Clarifies Income Tax Withholding and Reporting Obligations for Uncashed Retirement Checks

Hanson Bridgett on

When an employer (or the proper withholding agent, like a plan administrator) issues a retirement benefit, there is generally an obligation to withhold income tax on the payment and to report the payment on Form 1099-R....more

Mayer Brown

Recovery of VAT on DB Pension Scheme Investment Costs – New HMRC Policy

Mayer Brown on

HMRC has announced a new policy on the recovery by employers of VAT charged on investment services provided to their DB pension schemes. Until 18 June 2025, the extent to which an employer could recover any VAT paid on...more

Stinson - Benefits Notes Blog

IRS Approves Student Loan Repayment “Match” Under 401(k) Plan

Stinson - Benefits Notes Blog on

One of the clear trends in employee benefits involves companies offering assistance with their workforce’s student loan repayments. The reasons are obvious. Student loan debt is now the largest source of consumer debt after...more

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