The IRS has issued a draft of the Form 5500-EZ to be used by one-participant retirement plans for 2016 information reporting.
The 24-page document covers a lot of ground in the form of 34 questions, and while much of it seems to confirm what had been understood (or assumed), the first wave of FAQs certainly provides some comfort – and in some cases clarifies key issues.
The IRS on Oct. 27 in Notice 2016-62 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017.
“If you can remember the Sixties, you probably weren’t there.” That quote, variously attributed to a range of people from comedian Robin Williams to Jefferson Airplane guitarist Paul Kantner, might apply to someone you know.
As implementation of the Department of Labor’s (DOL) fiduciary rule nears, two broker-dealers have decided to continue to charge commissions for their retirement account services.
Cyber security is a growing concern. Is it part of your annual vendor review process?
The IRS and Pension Benefit Guaranty Corporation (PBGC) have announced that they are granting relief to victims of Hurricane Matthew in hard-hit parts of South Carolina, Georgia and Florida.
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