Relius® Technical Update Pension

 Technical Updates
2014
 
  
10/14/2014IRS Revises Rollover Treatment
8/13/2014More Rules Than You Think: Vesting Schedule Changes
7/15/2014Treasury Releases Final Rules on Longevity Annuities
7/14/2014FAQs about 5500-EZ Late Filing Relief
6/18/2014Does a Terminating Pre-approved Plan Need To Be Restated for PPA?
6/13/2014Frequently Asked Questions about IRS Delinquent Filer Relief
5/20/2014New IRS Late Filer Program for 5500-EZ
5/19/2014New Requirement to Resolve IRS Late Filing Penalties on a Delinquent Form 5500
5/8/2014IRS Approval on PPA DC Documents – PPA Restatements Begin
4/11/2014New Same Gender Marriage Guidance; Part 4: Effect on 403(b) Plans
4/10/2014New Same Gender Marriage Guidance; Part 3: Compliance Notes from the FAQs
4/9/2014New Same Gender Marriage Guidance; Part 2: Amendment Need and Deadlines
4/7/2014New Same Gender Marriage Guidance; Part 1: Retroactive Effect
3/28/2014April 30, 2016 Deadline for PPA Defined Contribution Restatements
3/27/2014Preapproved 403(b) Plan Submission Deadline Delayed
3/25/2014Leaving the Door Open for Plan Aggregation
3/24/2014Rehired Employees: When Do They Enter the Plan?
3/20/2014Excluding Part-time, Temporary and Seasonal Employees
3/18/2014Prevailing Wage Contribution and Allocation Options
3/14/2014Form 5500: Small Welfare Plan Filing Requirement
3/13/2014Form 5500: New Welfare Plan Attachment
3/12/2014Fee Disclosure Guide: Proposed Regulations
3/11/2014Safe Harbor 401(k) Plans: IRS Position on Mid-year Amendments
3/7/20142014 Earned Income Needed to Deduct 415 Limit
3/4/2014Maximizing Earned Income
1/23/2014Alert for Cash Balance Plan Providers
1/7/2014Form 5500: 2009 Form 5500 No Longer Processed Under EFAST2
1/6/2014Timing of Partners’ Deferral Elections
1/2/2014Deadline for Depositing Partners Elective Deferrals
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