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Category Archives: Legislation
List of Expiring Tax Code Provisions
The Joint Committee on Taxation has released a list of tax code provisions which expire between 2008 and 2020. This list contains a number of items which relate to qualified plans and IRAs. Specifically, as stated on the list: Provisions … Continue reading
Posted in Legislation
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And The Lilly Ledbetter Litigation Begins
It took just 8 days for the ERISA-related litigation over the Lilly Ledbetter Fair Pay Act of 2009 to begin. When President Obama signed the Lilly Ledbetter Act into law on January 29, 2009, it was heralded among the non-ERISA … Continue reading
Posted in Cash Balance, Legislation, Litigation
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Senate Passes Lilly Ledbetter Act Addressing Discriminatory Compensation
The Senate has approved S. 181, the Lilly Ledbetter Fair Pay Act of 2009, by a vote of 61-36. This bill has already passed the House and now heads to President Obama for his signature. This Act is interesting for … Continue reading
Posted in Compensation, Legislation
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Required Minimum Distribution Relief for 2009 Clarified
The Dept. of Treasury has informed Congress that the IRS has determined that any further change to the required minimum distribution rules should not be undertaken. This surprising news was contained in a letter sent by the Assistant Secetary for … Continue reading
Posted in Distributions, IRS, Legislation
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Senate Passes Bailout Bill Loaded with Tax Provisions Including Bicycle Commuting Reimbursement
Yesterday, the Senate passed their version of the Bailout Bill. One item contained in the bill which caught my eye was a change to Code section 132(f) which will cause an almost immediate revision to our Qualified Transportation plan. As … Continue reading
Posted in Industry News, Legislation
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Loans from Qualified Plans Generating Unprecedented Buzz
With the economy headed south, or already at rock bottom, depending upon where you live, it is not surprising that participants are borrowing from their retirement plans. What is surprising is the amount of buzz suddenly appearing in the popular … Continue reading
Posted in 401(k), Legislation
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Another Corrections Act to the Pension Protection Act Passes the House
On Wednesday, the House of Representatives passed another Pension Protection Technical Corrections Act of 2008 by voice vote. This act, H.R. 6382, now heads to the Senate, where the last Pension Protection Technical Corrections Act of 2008, H.R. 3361, has … Continue reading
Posted in Legislation
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Rollovers to NonSpouse Beneficiaries Are Back With Passage of H.R. 3361 But For 2009 Instead of 2008
A little over a year ago, I started this blog to keep track of my notes about the Pension Protection Act. One of my first posts was about rollovers to nonspouse beneficiaries. One year and 126,210 visitors later, rollovers to … Continue reading
Posted in Distributions, IRS, Legislation, Nonspouse Beneficiary
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House of Representatives Moves Forward on Pension Protection Technical Corrections Act
In a surprise move, the House of Representatives passed the Pension Protection Technical Corrections Act, H.R. 3361, on March 12, 2008. The bill’s status is now engrossed as passed/agreed to in the House. The companion Senate bill, S.1974, was passed … Continue reading
Posted in Legislation
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Shuttle Launch Tonight
What does a Shuttle launch have in common with the Pension Protection Act – really nothing except that I live and work directly across from the Kennedy Space Center, so tonight is devoted to non-ERISA/PPA related activity. Shuttle launches in … Continue reading
Posted in Legislation
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