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IRS Finalizes Hardship Distribution Regulations

USA - September 23 2019 Last year, we told you about the IRS’s proposed regulations regarding statutory changes to hardship distributions from certain qualified retirement...

Jorge M. Leon.

IRS Issues Retirement Plan “Operational Compliance” Checklist for 2019

USA - May 1 2019 When the IRS “sunset” the ongoing determination letter program to retirement plans (see Revenue Procedure 2016-37), it committed to annually...

Carrie E. Byrnes.

With Revenue Procedure 2019-19, IRS Expands Self-Help Options

USA - April 24 2019 On April 19, 2019, the IRS published Revenue Procedure 2019-19 regarding its Employee Plans Compliance Resolution System (EPCRS), the three-pronged...

Julia F. Mader, Jorge M. Leon.

No April Fools: the Only Way to File (And Pay for) VCP Applications On or After April 1, 2019

USA - March 15 2019 Anyone maintaining a retirement plan, such as a 401(k), 403(b) andor pension Plan) is aware of the near impossibility of keeping the plan perfectly...

Carrie E. Byrnes.

Understanding Treasury's New Hardship Distribution Rules

USA - November 30 2018 The Bipartisan Budget Act of 2018, signed into law on Feb. 9, included a few provisions affecting qualified retirement plans...

Julia F. Mader, Jorge M. Leon.