The Tax Cuts and Jobs Act made significant changes to the tax code and will have a significant impact on businesses and individual taxpayers. However, although initial proposals included potentially significant changes to...more
1/3/2018
/ 401k ,
457(b) Plans ,
Benefit Plan Sponsors ,
Individual Retirement Account (IRA) ,
IRA Rollovers ,
Natural Disasters ,
New Legislation ,
Retirement Plan ,
Roth IRA ,
Tax Cuts and Jobs Act ,
Tax Reform ,
Tax Relief
Puerto Rico enacted new legislation in February that will require changes to tax-qualified retirement plans covering Puerto Rico employees, including both Puerto Rico-only and dual-qualified (US and Puerto Rico) retirement...more
On July 31, 2015, President Obama signed the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015, temporarily extending the Highway Trust Fund to provide continued funding for federal transportation...more
10/20/2015
/ Affordable Care Act ,
Barack Obama ,
Defined Benefit Plans ,
Employee Benefits ,
Employer Mandates ,
Filing Deadlines ,
Form 5500 ,
Form 990 ,
Health Savings Accounts ,
Highway Trust Fund ,
Large Employer ,
Life Insurance ,
New Legislation ,
Pensions ,
Plan Administrators ,
SAR ,
Shared Responsibility Rule ,
Surface Transportation and Veterans Health Care Choice Improvement Act ,
Tax Exempt Entities ,
Time Extensions ,
TRICARE ,
Veterans
On July 1, 2014, Puerto Rico adopted new legislation (Tax Act 77), which provides a window from July 1, 2014 – October 31, 2014, for participants in Puerto Rico retirement plans to prepay at reduced rates Puerto Rico income...more