IRS Updates Form 5306 for Prototype IRAs

By Ascensus November 3, 2006

November 3, 2006 – The IRS has issued an October 2006 version of Form 5306, Application for Approval of Prototype or Employer Sponsored Individual Retirement…

IRS Releases 2007 Education Savings Account Forms

By Ascensus November 2, 2006

November 2, 2006 – The IRS has released the 2007 Form 5498-ESA, Coverdell ESA Contribution Information, and Form 1099-Q, Payments From Qualified Education Programs (Under…

More Form 1099-R Reporting Changes to Come

By Ascensus October 31, 2006

October 31, 2006 – The IRS has confirmed to BISYS® Retirement Services that it will soon be posting an announcement regarding further changes to the…

HSA Guidance Released by DOL

By Ascensus October 30, 2006

October 30, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued Field Assistance Bulletin (FAB) 2006-2, which updates similar 2004 guidance…

IRS Says No New Model IRA Plan Documents for PPA

By Ascensus October 30, 2006

October 30, 2006 – A highly-placed IRS representative has told BISYS® Retirement Services that the IRS will not be issuing revised model IRA plan documents,…

IRS Posts Two 2006 Tax Year 1042-Series Forms

By Ascensus October 20, 2006

October 20, 2006 – The IRS has posted 2006 tax year Form 1042, Annual Withholding Tax Return for U.S. Source Income of Foreign Persons, and…

November 2006 Interest Rates

By Ascensus October 19, 2006

October 19, 2006 – The IRS has released the applicable federal interest rates for November 2006 as posted in Revenue Ruling 2006-55. These rates are…

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