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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: 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IRS Release Draft Guidance on 403(b) Prototype Plans and Sample Plan Language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.
- Retirement Update: January 2009 (pdf 166kb)
RMD Relief, IRS Extension of 401(b) deadlines,Guidance for IRC 409A Plans.
- Retirement Update: December 2008 (pdf 156kb)
IRS publishes Employee Plan News, Releases Saver's Credit Reminder, EBSA Publishes Fidelity Bonding Guidance, Advanced Copies of 2008 5500 Released.
- Retirement Update: November 2008 (pdf 156kb)
COLA Announced; Congressional Report Notes Proposal to Suspend MDR Penalties for 2008; Proposed Regs on Notice to Paeticipants for Failire to Delay Distribution Receipt; IRS Extends Normal Retirement Age Compliance Requirement for Governmental Plans
- Retirement Update: October 2008 (pdf 156kb)
IRS Publishes Autumn Employee News; Economic Emergency Destabilization Act Extends IRA Qualified Charitable Distributions; IFS Foreign Pension and Annuity Distribution Fact Sheet; DOL Regs on Individual Account Annuity Purchase; Missing Non-spouse Beneficiary in Terminated Plans Regulations
- Retirement Update: September 2008 (pdf 171kb)
IRA Updates Employee Plans Compliance Resolution System Revenue Procedure; 2008-2009 Priority Guidance Plan; IFS FAQ on Governmental Plans; IRS Ruling Prevents Certain Pension Transfers; DOL Proposes Advice Regulation and Prohibited Transaction Exemption
- Retirement Update: August 2008 (pdf 177kb)
IRS can't Collect Levy if Retirement Age not Reached, Guidelines for Roth Valuing Annuities, DOL Disclosure Proposal, DOL and SEC Announce Information Sharing Agreement, SSA Retirement Estimator, SEC Warns about use of 401(k) Debit Cards
- Retirement Update: July 2008 (pdf 80.5kb)
IRS Guidance for Teachers, MDR for Government Plans, DOL 5500 FAQ
- Retirement Update: June 2008 (pdf 69kb)
HEART Act Signed
Qualified Plan News ALERTS
Qualified Plan News
Regulatory topics in detail for Corporate employers
C06-1023-009R
5058396
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