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Roth 401(k) Trivia: What You May Not Know

401(k) plans have been around since 1981; however, the conception for the establishment of such plans was included in the Revenue Act of 1978 whereby Congress

DOL Delays Applicability of Fiduciary Rule, but the Horse is Out of the Barn...

The Department of Labor has delayed by 60 days the applicability date of the long-debated Fiduciary Rule. The rule was to be effective April 10 and now
Benefits
Donna Wolfson | 4.5.2017

IRS Issues Documentation Requirements for Employee Benefit Plan Hardship Withdrawals

In a February 23, 2017 memorandum to its agents, the IRS did an about-face regarding the documentation that plan participants must provide to enable them

What You Should Be Doing to Prepare for the October 15 Form 5500 Filing Deadline

As the October 15 Form 5500 filing deadline quickly approaches, there are some important items you should address sooner rather than later: Contact your

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401(k) Plan Sponsors Continue to Face Class-Action Lawsuits

This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November

Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would

Form 5500 Extension Date Modified in Highway Funding Legislation

Beginning in 2017, plans that extend their Form 5500 will have an extra month to file. The short-term highway funding extension that President Obama signed

New Law Changes Extended Filing Deadlines for Forms 5500 and 8955-SSA

President Barack Obama signed into law legislation that impacts the due date for Forms 5500 and 8955-SSA for plan years beginning January 1, 2016 or later.

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IRS Emphasizes Hardship Withdrawal Requirements for Plan Sponsors

The IRS may be putting additional focus on the handling of hardship withdrawals for 401(k) plans. In a bulletin dated April 1, 2015, the IRS cautioned

Pre-Approved 403(b) Plan Documents

Employers sponsoring 403(b) retirement plan programs may recall that, during 2007, the Internal Revenue Service (IRS) issued the highly anticipated final

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