by David Torrillo | Jul 2, 2014 | Employee Benefit Plans, News and Press Releases, Retirement - 401(k), 403(b)
​ Rules provide for greater security by giving American families more flexibility to plan for retirement and protect themselves from outliving their savings On July 1, 2014, the U.S. Department of the Treasury and the Internal Revenue Service issued final rules...
by David Torrillo | May 12, 2014 | Employee Benefit Plans, Forms and Procedures, News and Press Releases
The IRS has issued Notice 2014-35 which provides relief from late-filing penalties from the annual reporting requirements under  Form 5500 series with respect to employee benefit plans. Under the notice, the IRS will not impose penalties relating to the filing of Form...
by David Torrillo | Apr 7, 2014 | Employee Benefit Plans, Forms and Procedures, Retirement - 401(k), 403(b)
On April 4, 2014, the IRS issued Notice 2014-19, which provides guidance on how qualified retirement plans should treat the marriages of same-sex couples following the Supreme Court’s decision in United States v. Read...
by David Torrillo | May 8, 2013 | News and Press Releases, Retirement - 401(k), 403(b)
As per May 7, 2013 article by Melanie Waddell of AdvisorOne. “We are looking for the best ideas on how to show people what their lump-sum retirement savings look like,” says Borzi. Read...
by David Torrillo | Apr 1, 2013 | Retirement - 401(k), 403(b)
The IRS announced Friday that it will start accepting applications for opinion and advisory letters for prototype and volume submitter 403(b) Plans on June 28, 2013. For plan sponsors with such prototype and volume submitter 403(b) Plans, we recommend that you stay in...
