May 10, 2006 – The House of Representatives Tuesday, May 9, approved 412-0 the Heros Earned Retirement Opportunities (HERO) Act (H.R. 1499). This bill would…

May 8, 2006 – The IRS has issued Revenue Procedure 2006-27, updating the Employee Plans Compliance Resolution System (EPCRS) that outlines correction of retirement plan…

May 8, 2006 – The IRS released Revenue Ruling (Rev. Rul.) 2006-26, addressing the issue of marital trusts being named as beneficiaries of IRAs or…

May 8, 2006 – Negotiations over final provisions of a tax reconciliation bill continue, with some hope that a compromise will be reached this week. …

May 4, 2006 – Rep. Eric Cantor (R-Va.) yesterday introduced H.R. 5262, the Tax-Free Health Savings Act of 2006. The bill embodies Health Savings Account…

April 28, 2006 – Lawmakers this week have been negotiating differences between House and Senate versions of tax reconciliation legislation (H.R. 4297), which contains a…

April 26, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) has published final regulations governing actions to be taken for the disposition…

April 26, 2006 – The Federal Deposit Insurance Corporation (FDIC) has published a final rule regarding the merging of the two funds that formerly existed…

April 25, 2006 – The IRS has made available to the public Notice 2006-44, which provides sample amendment language for IRC Sec. 401(k) plans adopting…

April 25, 2006 – The IRS has posted an April 2006-dated version of Form 5310, Application for Determination for Terminating Plan, and its instructions. This…