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Same-Sex Marriages and Windsor: IRS Issues Notice on Retirement Plan Amendments and Retroactivity

Employers and participants alike have been anxiously waiting for further guidance from the Internal Revenue Service (IRS) on how marriages of same-sex couples will be treated for purposes of qualified retirement plans. On...more

4/14/2014 - amendment Employee Rights Employer Mandates IRS Retirement Plan Same-Sex Marriage US v Windsor

Filling In The Retirement Plan Gaps For Same-Sex Couples—What It Means For Your Retirement Plan

Employers and participants alike have been anxiously waiting for further guidance from the Internal Revenue Service (IRS) on how marriages of same-sex couples will be treated for purposes of qualified retirement plans....more

4/11/2014 - DOMA Employee Benefits IRS Qualified Retirement Plans Same-Sex Marriage US v Windsor

IRS Releases Revised Retirement Plan Correction Program Including Important New Guidance For 403(b) Plans

On December 31, 2012, as Times Square in New York was getting ready to drop the crystal ball, the Internal Revenue Service (IRS) dropped long-awaited guidance regarding retirement plan corrections in the form of Revenue...more

1/16/2013 - 403(b) Plans Audits IRS Qualified Benefit Plans Qualified Retirement Plans Retirement Retirement Plan Voluntary Correction Program

New and Improved Retirement Plan Correction Program Includes Crucial 403(b) Relief

On December 31, 2012, as Times Square in New York was getting ready to drop the crystal ball, the Internal Revenue Service (IRS) dropped long-awaited guidance regarding retirement plan corrections in the form of Revenue...more

1/16/2013 - 403(b) Plans Audits Compliance EPCRS IRS Retirement Plan Voluntary Correction Program

A Soft Landing From The Fiscal Cliff For Employee Benefits

Well, Congress in the season of giving has provided plan sponsors and participants with multiple beneficial opportunities to start 2013. Congress passed the American Taxpayer Relief Act of 2012 (H.R. 8), also known as the...more

1/7/2013 - American Taxpayer Relief Act Educational Assistance Programs Employee Benefits Fiscal Cliff IRA Medicare Taxes Payroll Taxes Roth Conversions

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