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Found 6272 Matching Items; Displaying 861 - 870.

Retirement plan and IRA required minimum distributions FAQs

Find out about required minimum distributions on your retirement plan under Internal Revenue Code sections 401(a)(9), 408(a)(6) and 408(b)(3) and how much and when to withdraw.
General Information
Administrators

Weighted average interest rate table

This table provides the monthly weighted-average rates and the monthly average rates of 30-year Treasury Securities. These rates are used in the determination of (1) the full funding limitation and current liability of a plan and (2) the minimum present value of a participant's benefit.
General Information
Administrators

SIMPLE IRA Plan Fix-It Guide – You excluded an eligible employee from participating

SIMPLE IRA Plan Fix-It Guide – You excluded an eligible employee from participating
General Information
Administrators

Retirement plan determination, opinion and advisory letter FAQs

Frequently Asked Questions relating to determination, opinion and advisory letters for retirement plans.
General Information
Administrators

Retirement plans FAQs regarding 403(b) tax-sheltered annuity plans

A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations.
General Information
Individuals, Administrators

2024 IRA contribution and deduction limits effect of modified AGI on deductible contributions if you are covered by a retirement plan at work

Review a table to determine if your modified adjusted gross income (AGI) affects the amount of your deduction from your IRA.
General Information
Administrators

Voluntary Correction Program (VCP) fees

Correct errors on retirement plans through the IRS Voluntary Correction Program (VCP).
General Information
Administrators

FAQs - Auto enrollment - Can an employer add an automatic contribution arrangement to its existing retirement plan?

Can an employer add an ACA to its existing retirement plan?
General Information
Administrators

401(k) plan fix-it guide - 401(k) plan - overview

401(k) Plan - Overview
General Information
Administrators

Governmental plans under Internal Revenue Code Section 401(a) – Additional resources

Governmental plans under Internal Revenue Code Section 401(a) – Additional resources
General Information
Administrators

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