Industry & Regulatory News
The IRS has issued proposed regulations on a safe harbor for relatively minor—de minimis—errors in providing certain information returns filed with the IRS and payee…
Industry & Regulatory News
The IRS has released a pair of news releases describing tax-related deadline relief available to victims of Hurricane Michael, including those automatically eligible for that…
Industry & Regulatory News
The IRS has released 2019 Form 1099-QA, Distributions From ABLE Accounts. This form is used to report information pertaining to distributions from savings accounts of…
Industry & Regulatory News
The IRS has released a Program Letter communication, in which the agency shares plans for 2019 initiatives of its Tax Exempt/Government Entities (TEGE) division. These…
Industry & Regulatory News
The Social Security Administration has announced an increase for the 2019 taxable wage base (TWB). The TWB for 2019 is $132,900, a $4,500 increase over 2018….
In the News
In this recent MarketWatch article, VP Lisa Massena discusses how state-facilitated retirement programs have motivated employers to reconsider the retirement benefits they’re offering employees. “This is a rising…
In the News
Dan Kravitz, head of Kravitz, reviews data from the 2018 Kravitz Cash Balance Research Report in a recent Index Fund Advisors feature. Employer contributions to these specialized plans increased by…
Industry & Regulatory News
The Pension Benefit Guaranty Corporation (PBGC) issued final regulations, published in the October 3, 2018, Federal Register, regarding limitations on guaranteed benefits to be paid…
Industry & Regulatory News
True to the promise of its GOP leaders, on September 27, 2018, the House of Representatives passed the Family Savings Act of 2018 (FSA-2018), legislation…
Industry & Regulatory News
The IRS has released Revenue Procedure 2018-52, which is the IRS’ Employee Plans Compliance Resolution System (EPCRS) guidance that now modifies and supersedes the former…