TITLE

Retirement Plan Reporting and Disclosure

PUB. DATE
October 2014
SOURCE
Retirement News for Employers;10/2/2014, p1
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the importance of reporting and disclosure of retirement plans with the U.S. Internal Revenue Service (IRS) and the U.S. Department of Labor. It also lists requirements for the U.S. Department of Labor Reporting and Disclosure Guide for Employee Benefit Plans including the Form 5500 Corner, the Form 5330 Corner and the Form 8822-B.
ACCESSION #
99389611

 

Related Articles

  • Missing Participants or Beneficiaries.  // Retirement News for Employers;10/2/2014, p1 

    The article looks at the guidelines of the U.S. Department of Labor and the U.S. Internal Revenue Service on finding missing participants or beneficiaries of the employee benefits plans. Topics discussed include role of plan sponsors, administrators and qualified termination administrators...

  • Retirement Plan Strategies. Steiner, Bruce D. // Journal of Retirement Planning;Jan/Feb2008, Vol. 11 Issue 1, p5 

    The article discusses the Internal Revenue Service technical advice memorandum (TAM) regarding the use of Individual Retirement Account (IRA) to fund a pecuniary bequest in the U.S. It explains that the ruling regarding the assignment of a portion of the IRA to the charities did not result in...

  • Have You Had Your Retirement Plan Check-Up This Year?  // Retirement News for Employers;10/2/2014, p1 

    The article lists several check points for basic operations of retirement plans in the U.S. including participation of eligible employees, impact of new laws on the past plans, and the plan document's terms. Topic discussed include Simplified Employee Pension Individual Retirement Arrangement...

  • the IRA imbroglio. Slott, Ed // Financial Planning;Mar2005, Vol. 35 Issue 3, p64 

    Discusses the rules issued by the U.S. Internal Revenue Service (IRS) concerning the distribution of individual retirement accounts (IRA). Problems faced by financial advisers and their clients in keeping up with changes in IRA law; Implications of errors in IRA distribution; Ruling by the IRS...

  • IRS Provides More Clarity on New Rollover Rule.  // Plan Sponsor News;2014, p1 

    The article reports on the Notice 2014-2054 issued by the U.S. Internal Revenue Service (IRS), which has provided answers to questions received about the single-distribution rule for rollovers from retirement plans. It mentions that each distribution from the retirement plan must include a...

  • A review of IRA and retirement plan tax changes. JONES, GEORGE G.; LUSCOMBE, MARK A. // Accounting Today;Jan2015, Vol. 29 Issue 1, p19 

    The article examines a number of tax changes affecting individual retirement accounts (IRA) and other qualified plans through guidance issued by the U.S. Internal Revenue Service (IRS) and court decisions. Topics discussed include taxable and non-taxable distributions, longevity annuities, and...

  • IRS OKs Rollover By Widow Of Intestate IRA Owner.  // National Underwriter / Life & Health Financial Services;8/4/2003, Vol. 107 Issue 31, p23 

    Focuses on the case of widow who has given the permission to make a rollover from her deceased husband's individual retirement accounts by the Internal Revenue Service in the U.S. Flexibility on the part of the Service; Details of the claims of the widow; Identification of gross income of the...

  • Skirting an IRA Pitfall. Slott, Ed // Financial Planning;Mar2012, Vol. 42 Issue 3, p79 

    The article focuses on individual retirement arrangement (IRA) and a U.S. Internal Revenue Service (IRS) relief. IRA owners are cautioned from entering into prohibited transactions, IRA agreements in which owners may have their whole account taxed. Labor Department advisory opinion letters...

  • CHAPTER 12: Retirement Deductions. Fishman, Stephen // Deduct It!;Nov2013, p315 

    The article discusses the Internal Revenue Service (IRS) ruling that allows tax deductions on businesses that establish and fund a pension plan for employees to supplement the Social Security benefits during retirement. It provides an overview on retirement plan choices for small business owners...

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics