The American Retirement Association wrote to the Internal Revenue Service to respond to the request for comments on the proposed compliance questions for the Form 5500 series. The letter recommended that the effective date for the mandatory collection of information solicited by the new compliance questions be delayed to coincide with the proposed Department of...
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 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 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 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)...
The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Internal Revenue Service to recommend an order of priority for Retirement Benefit items to be included on the 2015-2016 Priority Guidance Plan in response to IRS Notice 2015-27. (more…)
The American Society of Pension Professionals & Actuaries, part of the American Retirement Association, wrote to the Internal Revenue Service in response to the Service’s request for specific recommendations regarding operational failures related to participant loans that should be eligible for correction under the Self-Correction Program (SCP) component of the Employee Plans Compliance Resolution System...
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