IRS to Challenge Certain Document Provisions

By Ascensus March 20, 2006

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…

Organizations Urge Inclusion of EGTRRA Permanence

By Ascensus March 16, 2006

March 15, 2006 – In an effort to influence U.S. Senate lawmakers negotiating an agreement on pension reform, some 40 retirement industry organizations, business concerns…

Extended SIMPLE Amendment Deadline

By Ascensus March 15, 2006

In January 2005, the IRS began examining SIMPLE IRA plans. According to the most recent issue of the IRS’ employee plans news, the IRS examiners…

IRA Charitable Donation Caught up in Tax Bill Process

By Ascensus March 3, 2006

March 3, 2006 – A “who’s who” list of prominent charitable organizations is urging lawmakers negotiating a tax reconciliation conference agreement to retain charitable tax…

Alert! 01/27/2006

By Ascensus February 28, 2006

http://www.bisysretirement.com/pdfs/BISYS Alert 1-06.pdf

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