The American Retirement Association wrote to the Internal Revenue Service with two recommendations to improve the proposed rule regarding nondiscrimination relief for closed defined benefit pension plans. The American Retirement Association recommended that the relief under Code Section 401(a)(26) be provided for closed plans, similar to relief offered for Code Section 401(a)(4) and that more...
The American Retirement Association wrote to the Securities and Exchange Commission to provide comments on the proposed concept release on Transfer Agent Regulations as they related to ERISA covered employer-sponsored retirement plans. (more…)
The American Retirement Association wrote to the Internal Revenue Service to propose enhancements to the current pre-approved 401(a) and 403(b) plan programs. The letter complements the American Retirement Association’s recommendations submitted to the Service on October 1, 2015 in response to IRS Announcement 2015-19. (more…)
The American Retirement Association wrote to the Internal Revenue Service to request a meeting to collaborate on the revised compliance question and instructions that were initially added to the 2015 Forms 5500-EZ, 5500-SF and Form 5500 schedules H, I, and R. The American Retirement Association had previously expressed its concerns to the Service as well...
The American Retirement Association wrote to the Department of Labor in response to the request for comments on the proposed guidance for payroll deduction IRA programs offered by states and to request a public hearing be held on the proposal. In the letter, the American Retirement Association recommended that the non-ERISA safe harbor under the...
The first session of the 114th Congress wrapped up last week and Members are home for the holidays after having completed the most comprehensive and expensive tax and spending package since the fiscal cliff deal at the end of 2012. President Obama signed the package into law on Friday, December 18, 2015. The package includes...
On November 17, 2015, the ASPPA College of Pension Actuaries (ACOPA) joined over 100 other organizations and individual companies in asking Congress to oppose future Pension Benefit Guaranty Corporation (PBGC) premium increases. (more…)
The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Internal Revenue Service with recommendations with respect to the treatment of overpayments under the Employee Plan Compliance Resolution System (EPCRS) in response to the Service’s request in Revenue Procedure 2015-27. (more…)
After the Speaker of the House John Boehner announced his resignation, Congress acted last week to avert a government shutdown. The legislation, called the Continuing Appropriations Act, 2016, extended spending on federal government operations until December 11, 2015 (spending on both defense and non-defense discretionary programs were reduced by .21 percent from fiscal year 2015...
The American Retirement Association wrote to the Internal Revenue Service with many recommendations in response to changes to the Service’s Employee Plans Determination Letter Program. (more…)
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