The American Retirement Association wrote to the Internal Revenue Service with nine specific recommendations on the additional guidance needed for mid-year changes to safe harbor 401(k) and 403(b) plans in response to IRS Notice 2016-16. (more…)
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 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…)
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…)
The American Retirement Association wrote to the Department of Labor as follow-up to the Association’s original comment letter submitted on July 20, 2015 to provide supplemental information to the Department to clarify and amplify the Association’s “Level-to-Level Exemption” proposal as part of the Department’s Fiduciary Rule. (more…)
The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to both the Internal Revenue Service and Treasury Department to request that the Internal Revenue Service permit filers to complete the 2015 Form 5500-SUP (and/or the equivalent items appearing on the 2015 Form 5500 series, including the paid preparer disclosure)...
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