IRS Posts 2006 Hurricane Relief Form

By Ascensus February 14, 2007

February 12, 2007 – The IRS has issued 2006 tax year Form 8915, Qualified Hurricane Retirement Plan Distributions and Repayments. The form is used by…

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…

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