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…

February 2007 Interest Rates

By Ascensus January 23, 2007

January 19, 2007 – The IRS has released the applicable federal interest rates for February 2007 as posted in Revenue Ruling 2007-9. These rates are…

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