Employee Plans news

Retirement plan news for plan sponsors, participants and tax practitioners. View our current edition, browse the newsletter archive, or subscribe to future editions.
General Information
Administrators

Terminations — Underfunded single employer defined benefit plans

This issue snapshot focuses on terminating, underfunded, single-employer defined benefit plans not subject to the Pension Benefit Guarantee Corporation (PBGC).
General Information
Individuals, Tax Professionals, Administrators, Volunteer Preparers

International issues affecting retirement plans

International Issues Affecting Retirement Plans
General Information
Administrators

SARSEP Fix-it Guide - You didn’t pass the annual deferral percentage test

SARSEP Fix-it Guide - You didn’t pass the annual deferral percentage test
General Information
Administrators

401(k) plan Fix-it Guide — The plan failed the 401(k) ADP and ACP nondiscrimination tests

401(k) plan Fix-It Guide — The plan failed the 401(k) ADP and ACP nondiscrimination tests
General Information
Administrators

EP Examination Process Guide

The EP Examination Process Guide clarifies the steps in the examination process and introduces resources for retirement plan compliance.
General Information
Administrators

401(k) plan fix-it guide - Participant loans don't conform to the requirements of the plan document and IRC Section 72(p)

401(k) Fix-It Guide - Participant loans don't conform to the requirements of the plan document and Code Section 72(p).
General Information
Administrators