April 3, 2006 – The IRS has released a revised version of Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans), dated March 2006. This publication describes…

April 4, 2006 – Sen. Olympia Snowe (R-Maine) has introduced the Small Business Health Insurance Relief Act of 2006 (S. 2457). The bill would provide…

March 29, 2006 – The idea of loosening restrictions on Roth IRA conversions is being floated in Congress as a device to neutralize projected tax…

March 24, 2006 – The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued a news release informing those who are submitting under the…

March 24, 2006 – The National Credit Union Administration (NCUA) has issued interim rules that implement the changes Congress enacted in February 2006 for share…

March 23, 2006 – Following the recent Federal Deposit Insurance Corporation (FDIC) announcement that insurance coverage limits for retirement arrangements would rise from $100,000 to…

March 23, 2006 – The IRS has just posted a revised version of Publication 590, Individual Retirement Arrangements (IRAs). The prior version contained a number…

March 20, 2006 – The IRS has released the applicable federal interest rates for April 2006 as posted in Revenue Ruling 2006-22. These rates are…

March 20, 2006 – An IRS internal quality assurance bulletin released last week directs IRS staff to scrutinize IRC Sec. 401(k) plan document submissions for…

March 20, 2006 – Sen. Max Baucus (D-Mont.), a member of the Senate Finance Committee, has introduced the Savings Competitiveness Act of 2006 (S. 2431)….