- 401(k) rules change not a major burden. Limbacher, Patricia B. // Pensions & Investments;8/19/1996, Vol. 24 Issue 17, p18
Reports that the proposed shortened time 401(k) plan sponsors in the United States have to put employee contributions into participant's accounts probably is not as onerous as has been predicted. 15-business-day requirement; Workability of the proposal for most employers.
- 401(k)s need mutual-fund disclosures. Anand, Vineeta // Pensions & Investments;6/13/1994, Vol. 22 Issue 12, p10
Calls for government regulations to protect employees' retirement savings in employer-sponsored 401(k) and other defined contribution plans. Assets held by company-sponsored plans; Defined contribution plans' exemption from federal regulations.
- pfp news. // Accounting Today;7/19/2010, Vol. 24 Issue 9, p18
This section offers news briefs concerning financial planning in the U.S. including the investigation being done by the U.S. Internal Revenue Service (IRS) on 401(k) retirement savings plan compliance, and the outlook for the annuity industry, according to a study conducted by the Insured...
- Watch Your Back, Owners Of 401(k)s: New Rules Rule. // Bank Investment Consultant;Jul2001, Vol. 9 Issue 7, p31
Reports on the compilation of a guide by Nationwide Financial Services Inc. to understand new policy changes for 401(k) plans. Requirement for 401(K) owners to begin taking payments after age 70; Rules governing minimum required distributions.
- The latest on 401(k) fees. Geller, Sheldon M. // CPA Journal;Mar1998, Vol. 68 Issue 3, p61
Reports about the examination of 401(k) plan fees by the US Department of Labor. Scope of the review to be conducted by the Pension and Welfare Benefits Administration (PWBA); Requirements needed from plan sponsors.
- Department of Labor puts heat on 401(k) fees. Bergsman, Steve; Price, Margaret // Treasury & Risk Management;Oct98, Vol. 8 Issue 8, p18
Reports on the United States Department of Labor's release of two publications that address 401(k) plans. Contents of the consumer guide called `A Look at 401(k) Plan Fees'; Agency's concern about communication between plan sponsors and participants; Need for more education about 401(k) plans.
- IRS signaling use for unused vacation time. Demarco, Peter // Crain's Cleveland Business;3/10/97, Vol. 18 Issue 10, p21
Focuses on the US Internal Revenue Service's plans to allow employees to increase their retirement savings by applying unused vacation time to their 401(k) plan. Features of the technical advice memorandum issued by the agency; Benefits for employees; Issues to consider for employers before...
- Retroactive correction of 401(k) plan unnecessary. Caudill, April // National Underwriter / Life & Health Financial Services;5/8/95, Vol. 99 Issue 19, p20
Comments on the Internal Revenue Service's ruling that a 401(k) plan which had previously received a favorable determination letter does not have to be retroactively corrected. Description of the plan addressed in the ruling; Particulars of the ruling; Importance of the ruling as a precedent...
- IRS clarifies compliance issues for 401(k) plans. Caudill, April K. // National Underwriter / Life & Health Financial Services;2/9/98, Vol. 102 Issue 6, p20
Reports that the Internal Revenue Service (IRS) has issued a guidance on nondiscrimination testing for 401(k) plans that includes some unique flexibility for 1997 and 1998 plan years. Features of the 401(k) plans; Examples given for the 401(k) plans; Benefits from the 401(k) plans.