Tax & Accounting Blog Posts by Thomson Reuters | 401(k) Plans

IRS Proposes Amendments to Hardship Distribution Rules

DOL Guidance Addresses Fiduciary Status and Fees Under Program Facilitating Portability of Automatic Rollovers

Agencies Release 2018 Form 5500, Schedules, and Instructions, and Updated Form 5558

Agencies Announce 2019 Retirement Plan Dollar Limits

Stock Drop Claims Based on Public Information Fail to Overcome Deference to Market Prices

DOL Proposes Regulations to Expand Access to MEPs

Dudenhoeffer Standard Thwarts Imprudence Claims, But Doesn’t Apply to Disloyalty Claims

IRS to Require Electronic Submission of VCP Filings

New IRS Webpage Lists VCP Submission Mistakes That Slow Processing and Delay Relief

IRS Updates Safe Harbor Rollover Notices for Qualified Plan Loan Offsets and Other Recent Changes