Marjorie Martin, FSPA, EA, MAAA
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IRS clarifies uncashed check taxation, but still considering missing participants
New IRS guidance confirms how plan administrators should handle reporting and income tax withholding for distributions to participants who...
Posted August 16, 2019 — Read more -
Retirement plans – 2019 summer recap
Volume 42 | Issue 72 Download this FYI Roundup as a printable PDF This FYI Roundup recaps recent defined...
Posted August 8, 2019 — Read more -
DOL releases auto-portability prohibited transaction exemption
Volume 42 | Issue 71 Download this FYI Alert as a printable PDF DOL has granted the proposed prohibited...
Posted August 8, 2019 — Read more -
New DOL and EEOC leadership; healthcare and drug pricing reform; health, pension, minimum wage, and immigration bills advance
Volume 10 | Issue 03 Download this Legislate as a printable PDF As Labor Secretary Acosta exited, Deputy Secretary Pizzella...
Posted August 7, 2019 — Read more -
DOL ready for DC multiple employer plans
Volume 42 | Issue 70 Download this FYI as a printable PDF DOL final regulations and supplementary guidance relax...
Posted August 6, 2019 — Read more -
IRS proposes multiple employer DC plan rules
Volume 42 | Issue 65 Download this FYI as a printable PDF IRS proposed regulations would ease the threat...
Posted July 16, 2019 — Read more -
PBGC proposes easing reporting, closing premium loopholes
Volume 42 | Issue 63 Download this FYI as a printable PDF Proposed changes to several PBGC regulations aim...
Posted July 3, 2019 — Read more -
DOL: Top Hat, Apprenticeship, and Training Benefit Filings Must Be Electronic
Volume 42 | Issue 58 Download this FYI as a printable PDF DOL final regulations require top hat plan...
Posted June 18, 2019 — Read more -
Oregon Set to Penalize Noncompliant Employers Without Retirement Plans
Volume 42 | Issue 54 Download this FYI as a printable PDF Now that OregonSaves – the country’s first...
Posted June 13, 2019 — Read more -
IRS Proposes to Clarify Retirement and Annuity Elective Withholding Rules for Payees with Foreign Addresses
Volume 42 | Issue 51 Download this FYI as a printable PDF IRS proposes to update their elective withholding...
Posted June 5, 2019 — Read more