Cynthia Hall, QKA, QPFC
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New determination letter program for 403(b) plans
New determination letter program for 403(b) plans
The IRS recently issued Revenue Procedure 2022-40, which permits...
Posted November 23, 2022 — Read more -
“Physical presence” relief for witnesses and notaries extended
“Physical presence” relief for witnesses and notaries extended
In response to the continued COVID-19 pandemic, the IRS...
Posted January 27, 2021 — Read more -
IRS lets incomplete determination letter applications for statutory hybrid plans slide until December 31
IRS lets incomplete determination letter applications for statutory hybrid plans slide until December 31
The IRS is providing relief from the requirements that...
Posted August 26, 2020 — Read more -
“Physical presence” requirement for witnesses and notaries temporarily lifted
“Physical presence” requirement for witnesses and notaries temporarily lifted
On June 3, 2020, the IRS announced temporary relief...
Posted July 14, 2020 — Read more -
DOL updates Model Summary Annual Reports
DOL updates Model Summary Annual Reports
Volume 42 | Issue 61 Download this FYI as...
Posted June 26, 2019 — Read more -
2018 Planning for ERISA Single-Employer Defined Contribution Plan Operations
2018 Planning for ERISA Single-Employer Defined Contribution Plan Operations
Volume 40 | Issue 145 Download this FYI In-Depth as a printable...
Posted November 15, 2017 — Read more -
Audits and Other Form 5500 Developments
Audits and Other Form 5500 Developments
Volume 40 | Issue 67 Download this FYI as a printable...
Posted June 2, 2017 — Read more -
2017 Planning for ERISA Single-Employer Defined Contribution Plan Operations
2017 Planning for ERISA Single-Employer Defined Contribution Plan Operations
Volume 39 | Issue 136 Download this FYI In-Depth...
Posted November 16, 2016 — Read more