IRS Releases Guidance on Various PPA Issues

By Ascensus January 12, 2007

January 11, 2007 – The IRS has issued Notice 2007-7 providing guidance on a range of retirement plan and IRA distribution issues related to provisions…

IRS Releases Forms 8853 and 5329

By Ascensus December 29, 2006

December 29, 2006 – The IRS has issued the 2006 tax year Form 5329, Additional Taxes on Qualified Plans, (Including IRAs) and Other Tax-Favored Accounts. …

DOL Issues Guidance on PPA Periodic Benefit Statements

By Ascensus December 21, 2006

December 21, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued Field Assistance Bulletin 2006-3 setting forth requirements that apply to…

Congress Changes HSA Contribution Rules

By Ascensus December 20, 2006

On December 20, 2006, President Bush signed the Tax Relief and Health Care Act of 2006. This bill primarily contains extensions to popular tax provisions—such…

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