Archived Insight | October 30, 2017

IRS Releases Guidance for Plans Undergoing IRS Plan Audits

On October 27, 2017, the Internal Revenue Service (IRS) publicly released guidance, previously provided to its Employee Plan auditors, establishing the criteria that the auditors should use to determine if a plan under audit has a qualification issue when required minimum distributions (RMDs) under Section 401(a)(9) of the Internal Revenue Code have not been timely paid to missing participants.

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New Model Annual Funding Notices and Companion DOL Guidance

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Q2 2025 Trends Focus: Cognitive Health in the Workplace

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Health, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

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Social Security Administration Updates Form SSA-1945

Public sector employers and pension plans that don’t participate in Social Security should send the updated Form SSA-1945 to new hires to sign before

Retirement, Compliance, Public Sector

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.