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The IRS Letter-Forwarding Services for Missing Plan Participants Has Ended –...
A recurring challenge for employers is trying to locate plan participants that have long since terminated employment, but that are just now entitled to start receiving their retirement plan benefits....
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2013 Cost-of-Living Adjustment (COLA) Amounts for Employee Benefit Plans
On October 18, 2012, the Internal Revenue Service announced the 2012 cost-of-living adjusted amounts for certain retirement plan limitations. On April 27, 2012, the Internal Revenue Service announced...
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ERISA Plan Sponsors and Changes of Address
A recent case illustrates how following reasonable administrative procedures can help protect ERISA plan sponsors and fiduciaries from liability. In Foster v. PPG Industries (10th Cir. 2012), Mr....
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IRA and Employee Benefit Provisions in “Fiscal Cliff” Legislation
On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 into law, avoiding the automatic tax increases and spending cuts that had been referred to as the “fiscal cliff.”...
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2014 Cost-of-Living Adjusted Amounts for Employee Benefit Plans
On October 31, 2013, the Internal Revenue Service announced the 2014 cost-of-living adjusted amounts for certain retirement plan limitations and limitations affecting certain fringe benefits. On May...
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2015 Cost-of-Living Adjusted Amounts for Employee Benefit Plans
On October 23, 2014, the Internal Revenue Service announced the 2015 cost-of-living adjusted amounts for certain retirement plan limitations. Earlier in 2014, the Internal Revenue Service announced the...
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Significant Changes To IRS Determination Letter Program
On July 21, 2015, the Internal Revenue Service announced significant changes to the determination letter program for qualified retirement plans. The IRS, in Announcement 2015-19, made it official...
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2016 Cost-of-Living Adjusted Amounts for Employee Benefit Plans
On October 21, 2015, the Internal Revenue Service announced the 2016 cost-of-living adjusted amounts for certain retirement plan and fringe benefit limitations. Earlier in 2015, the Internal Revenue...
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2017 Cost-of-Living Adjusted Amounts for Employee Benefit Plans
On October 27, 2016, the Internal Revenue Service announced the 2017 cost-of-living adjusted amounts for certain retirement plan and fringe benefit limitations. Earlier in 2016, the Internal Revenue...
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