Upcoming Seminars
-
Recent Posts
Recent Comments
- Edward Morawski on 7th Circuit Includes COLAs in DB Lump Sum Calculations
- Administrator on PPA Restatements: Information is Power and Monopoly is Powerful
- Gary Saake, DATAIR on PPA Restatements: Information is Power and Monopoly is Powerful
- facebook login on Senate Passes Bailout Bill Loaded with Tax Provisions Including Bicycle Commuting Reimbursement
- Administrator on The Six Year Submission Cycle Begins Again
Archives
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- June 2011
- May 2011
- April 2011
- March 2011
- February 2011
- December 2010
- October 2010
- January 2010
- May 2009
- April 2009
- March 2009
- February 2009
- January 2009
- December 2008
- November 2008
- October 2008
- September 2008
- August 2008
- July 2008
- June 2008
- May 2008
- April 2008
- March 2008
- February 2008
- January 2008
- December 2007
- November 2007
- October 2007
- September 2007
- August 2007
- July 2007
- June 2007
- May 2007
- April 2007
- March 2007
Categories
- 401(k)
- 403(b)
- 457 Plans
- amendments
- Automatic Enrollment
- Cafeteria Plans
- Carnival of Employee Benefits
- Cash Balance
- Compensation
- DBK
- Deduction Limits 404
- Defined Benefit
- Determination Letters
- Direct Deposit to IRA
- Distributions
- DOL
- Domestic Relations Order
- Eligibility
- ERISA
- ESOP
- Fees and Expenses
- Final 409A Regs
- Final 415 Regs
- Form 5500
- fun
- Independent Contractors
- Industry News
- Investments
- IRS
- Legislation
- Litigation
- multiemployer
- Multiple Employer Plans
- Nonqualified Deferred Comp
- Nonspouse Beneficiary
- Notices
- Phased Retirement
- Plan Language
- Profit sharing
- Quarterly Benefit Statements 508
- Regulations
- Restatements
- Rollovers
- Stock Diversification
- Termination
- Uncategorized
- Vesting
Meta
Category Archives: Rollovers
IRS Debunks Another 401(k) Urban Myth in New Guidance on Rollovers as Business Startups
ROBS, or Rollovers as Business Startups, have been bouncing around the employee plans arena for a couple of years. I first hear an IRS official mention ROBS during the 2006 Cincinnati Benefit Conference as part of the presentation on tax … Continue reading
Posted in 401(k), Distributions, IRS, Rollovers
Leave a comment
Revisiting Rollovers to NonSpouse Beneficiaries Before 2008
When the House of Representatives failed to act on the Pension Protection Technical Corrections Act of 2007 last week, it created a terrific end-of-the-year PPA question. The question: Are plans required to provide rollovers to nonspouse beneficiaries? The answer: Yes … Continue reading
Posted in Nonspouse Beneficiary, Plan Language, Rollovers
Leave a comment
Amending for the Pension Protection Act
The Pension Protection Act contains a variety of deadlines for applying different provisions. For example, for plan years beginning after December 31, 2006, the faster vesting schedule in Section 904 for employer non-elective contributions must be used. Even though the … Continue reading
Posted in Nonspouse Beneficiary, Rollovers
Leave a comment
