Found 17426 Matching Items; Displaying 381 - 390.
Investments in collectibles in individually directed qualified plan accounts
Investments in collectibles in individually-directed qualified plan accounts
General Information
SIMPLE IRA withdrawal and transfer rules
SIMPLE IRA Withdrawal and Transfer Rules
General Information
Administrators
It's up to plan sponsors to track loans, hardship distributions
Even if you use a third party administrator (TPA) to handle participant transactions, you’re still ultimately responsible for the proper administration of your retirement plan. Make sure you’re keeping up with the recordkeeping requirements.
General Information
Administrators
Form 5500 corner
Filing tips, notices, updates of filing requirements, and other helpful material to assist you in preparing your Form 5500 (Form 5500-EZ).
General Information
Administrators
New determination program Rev. Proc. 2016-37
On June 29, 2016, Revenue Procedure 2016-37 was released changing the Determination Letter Program for tax-qualified individually designed plans and Requirements for when plan amendments must be adopted under IRC Section 401(b).
General Information
Administrators
Issue Snapshot - 403(b) plan - The universal availability requirement
A 403(b) plan must satisfy the universal availability requirement with respect to elective deferrals.?All employees of the employer must be eligible to make elective deferrals if any employee has the right to do so, with certain limited exceptions. Certain part-time employees may be excluded from eligibility to make elective deferrals.
General Information
Administrators
SIMPLE IRA plan
Find out about the Savings Incentive Match Plan for Employees (SIMPLE). The plan allows employees and employers to contribute to traditional IRAs.
General Information
Administrators