Plan sponsors now know how and by when retirement plans must comply with the U.S. Supreme Court’s decision in Windsor.
The IRS has released its long-awaited guidance on the effective date by which qualified retirement...more
Plan sponsors should consider whether they need to make certain plan amendments or provide certain plan notices prior to the end of the year.
The end of the year marks the deadline by which sponsors of qualified...more
11/22/2013
/ 401k ,
Divorce ,
Hurricane Sandy ,
IRS ,
Notice Requirements ,
Qualified Retirement Plans ,
Retirement Plan ,
Safe Harbors ,
Same-Sex Marriage ,
Year-End Planning ,
Year-End Tax Planning
Plan sponsors will need to take prospective and, possibly, retroactive action in order to ensure compliance with the guidance.
On August 29, the U.S. Department of the Treasury and the Internal Revenue Service (IRS)...more
New ruling will apply even if the same-sex couple resides in a jurisdiction that does not otherwise recognize same-sex marriages.
On August 29, the U.S. Department of the Treasury and the Internal Revenue Service (IRS)...more