DOL Addresses IRA Prohibited Transaction Issue

By Ascensus February 6, 2007

February 5, 2007 – The Department of Labor’s Employee Benefits Security Administration has recently issued an advisory opinion (Advisory Opinion 2006-09A) answering an IRA owner’s…

IRS Updates HSA Publication, Form

By Ascensus February 6, 2007

February 5, 2007 – The IRS has issued the 2006 version of Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans. This publication may…

DOL Issues Guidance on Investment Advice

By Ascensus February 2, 2007

February 2, 2007 – The Department of Labor has issued Field Assistance Bulletin (FAB) 2007-01 providing guidance regarding the statutory exemption found in the Pension…

Lifelong Learning Accounts Act Introduced in Senate

By Ascensus February 2, 2007

February 2, 2007 – Senator Maria Cantwell (D-Wash.) has introduced S. 26, the Lifelong Learning Accounts Act of 2007. The bill would create employee-owned savings…

Spousal Benefits to Common Law Spouse

By Ascensus February 2, 2007

February 1, 2007 – In a ruling likely to surprise some in the qualified retirement plans community, a judge for the U.S. District Court, Southern…

IRS Posts 2007 Withholding Publication 15-A

By Ascensus February 1, 2007

February 1, 2007 – The IRS has posted the 2007 version of Publication 15-A, Employer’s Supplemental Tax Guide. This publication contains information on tax withholding…

2006 Form 8606 Now Available

By Ascensus January 23, 2007

January 23, 2007 – The IRS has issued the 2006 tax year Form 8606, Nondeductible IRAs, and its instructions. Form 8606 is used by IRA…

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