Compliance Alert Archives

November 2012

IRS Helps Public Sector Retirement Plans Respond to Hurricane Sandy
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It’s That Time of Year Again:
Upcoming Compliance Deadlines for
Public Sector Retirement Plans
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February 2012

Washington State Is Latest Jurisdiction to License Same-Gender Marriages
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January 2012

Deadline Nears to Comment on IRS Governmental Plan Guidance Discussion Draft
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November 2011

Don’t Forget to Remember: Upcoming Compliance Deadlines for Public Sector Retirement Plans
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May 2011

IRS Guidance on Public Sector Defined Contribution Plans
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December 2010

IRS Issues Guidance on In-Plan Rollovers to Roth Accounts for §401(k) and §403(b) Plans
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October 2010

New Roth Features for §401(k), §403(b) and Governmental §457(b) Plans
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September 2010

Upcoming Compliance Deadlines for Governmental Retirement Plans
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April 2010

The Proposed Public Safety Employer-Employee Cooperation Act: What It Is and What It Might Mean
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November 2009

New IRS Guidance for Governmental Plans
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IRS Guidance on 2009 Required Minimum Distributions from Defined Contribution Plans
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September 2009

IRS Extends Determination Letter Deadlines for Governmental Plans
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June 2009

Section 403(b) Plan Participants Need to Correct Defective Contract Exchanges by June 30
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April 2009

New Federal Tax Withholding Tables Apply to Pension Payments
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March 2009

Waiver of 2009 Required Minimum Distributions from Individual-Account Plans
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February 2009

Stimulus Law Includes a Temporary Increase in the Income-Tax Exclusion for Transportation Benefits
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October 2008

New Transit Benefit for Bicyclists
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July 2008

Proposed Regulations Permit Entities to Establish Reasonable Good Faith Interpretation of Required Minimum Distribution Rules for Governmental Plans
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May 2008

Recent and Proposed Regulatory Guidance Has Implications for Sponsors of Public Sector Retirement Plans
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March 2008

PBGC Proposed Amendments to Withdrawal Liability Regulations
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February 2008

Supreme Court Ruling Enables §401(k) Plan Participants to Sue for Losses in Their Accounts Caused by Administrative Errors
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IRS Delays Effective Date of Regulations on Funding and Benefit Restrictions for Single-Employer Pension Plans
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October 2007

PBGC Issues Flat-Rate Premium Increase for 2008
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Extension of Date for Certain Individual Account Plans to Provide Individual Benefit Statements
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September 2007

New Transfer Rules under Section 403(b) Regulations Effective September 24, 2007
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June 2007

DOL Clarifies QDRO Timing and Modification Rules
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October 2006

One-Year Extension of Section 409A Deadlines for Nonqualified Deferred Compensation
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SEC's New Executive Compensation Disclosure Requirements Have Implications for Companies with Retirement Plans
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August 2006

IRS Ruling on Employee Contribution "Pick Ups" by Governmental Employers
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June 2006

Mandatory PBGC e-Filing Begins Now
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February 2006

PBGC Information on Premium Increases and the Move to Mandatory e-Filing
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PBGC Premiums Increased Significantly by the 2005 Deficit Reduction Act
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December 2005

Restoring Pension Benefits that Should Not Have Been Suspended: Extension for Compliance with the U.S. Supreme Court's Decision in Heinz
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May 2005

Appellate Court Ruling May Have Implications for Health Plans' Coordination of Benefits Provisions
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April 2005

Benefits and Compensation Features of the Consumer Bankruptcy Act
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February 2005

Dramatic Pension Funding Changes for Single-Employer Plans Proposed
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January 2005

Treasury Issues Proposed Regulations for Section 403(b) Plans
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December 2004

A New Social Security Reporting Requirement for Some Public Sector Employers — Effective Now
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November 2004

First Proposed Regulations Implementing USERRA Issued
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February 2004

Senate Passes Pension Funding Relief
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January 2004

One-Year Extension of MHPA's Expiration Date
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November 2003

Certain Filing Deadlines Postponed for Plans Directly Affected by the Fall 2003 California Wildfires
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October 2003

Continuation Coverage Extended to 36 Months Under New California Law
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September 2003

Steps Plan Sponsors Can Take to Prepare for the Fast-Approaching October 16, 2003 Deadline for Compliance with the HIPAA EDI Standards
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5500 Filing Deadlines Postponed for Plans Directly Affected by Hurricane Isabel
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August 2003

IRS Releases Final Regulations on Catch-Up Contributions to Defined Contribution Retirement Plans by Individuals Age 50 or Older
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March 2003

California Law Protecting Computerized Personal Information Takes Effect in July
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New Program Provides Assistance with HIPAA, MHPA, NMHPA and WHCRA Compliance
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February 2003

Bush Administration Proposes New Tax-Favored Savings Programs
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Appellate Court Rules Qualified Pension Plan May Eliminate a Benefit for Those Retired before the Benefit Was Added to the Plan
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December 2002

One-Year Extension of MHPA's Expiration Date
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SEC Proposes Rules for Insider Trading Prohibitions during Blackout Periods in Defined Contribution Plans
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August 2002

Most State Income Tax Laws Now Allow Employees to Take Advantage of EGTRRA's Increased Tax-Favored Retirement Savings Opportunities
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June 2002

IRS Streamlines Process for Late GUST Amendment Submissions
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May 2002

California Law Restricting Use of Social Security Numbers: Implications for California Employers and Sponsors of Employee Benefit Plans that Cover California Residents
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April 2002

IRS Indefinitely Suspends Form 5500 Schedule F Filing Requirement for Sponsors of Flexible Benefits Plans, Tuition Reimbursement Plans and Adoption Assistance Plans
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U. S. Supreme Court Invalidates Part of DOL Regulations under the Family and Medical Leave Law
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March 2002

Benefits Provisions in the New Economic Stimulus Law
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February 2002

Notice 2002-7 Provides Minimum Funding Relief for Plans Directly Affected by the September 11 Terrorist Attacks
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December 2001

DOL Guidance on Benefit Claims Regulation
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State Income Tax Laws May Complicate New Defined Contribution Plan Allocations Authorized by EGTRRA
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Congress Passes Legislation to Extend HIPAA EDI Compliance Deadline - Bill Awaits President's Signature
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Possible Extension of HIPAA EDI Compliance Deadline: Bills Pass Both Houses of Congress, but Provisions Must Be Reconciled Before Legislation is Sent to President
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November 2001

IRS Extends GUST Amendment Period -- Longer for New York Plans Affected by September 11 Terrorist Attacks
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September 2001

Postponement of 5500 Filing Deadlines for Plans Affected by the September 11 Terrorist Attacks
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July 2001

IRS Guidance on EGTRRA Amendment Process
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May 2001

Guidance on ERISA Treatment of Demutualization Proceeds
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Overview of Title VI of HR 1836, as Passed by Congress
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January 2001

IRS Issues Final Regulations on Qualified Transportation Fringe Benefits
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September 2000

Senate Finance Committee Unanimously Approves Retirement Security and Savings Act of 2000
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June 2000

GAO Reports Most Employers in Compliance With Mental Health Parity Act but Plans Impose Restrictions on Mental Health Benefits; DOL Enforcement Efforts Increase
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April 2000

Social Security Earnings Test Limited to Early Retirees
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January 2000

Imminent Demutualization of MetLife May Affect Employee Benefit Plans
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December 1999

Department of Labor Proposes Permitting Loans to Plans to Fix Year 2000 Problems/ DOL Publishes Cash Balance Plan Guidance for Participants
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September 1999

DOL's Compliance Questionnaire For Health Care Related Statutes for All Health Plans that Are the Subject of a DOL Audit
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August 1999

The Impact of the Repeal of Section 415(e)
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Benefits-Related Provisions of New Tax Bill
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July 1999

Proposed Changes to Section 415 Limits
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