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

IRS Eliminates 2020 Form 5500 Filing Requirement for Certain Retroactively Adopted Retirement Plans

When Must Participants Get Spousal Consent to Take a Loan or Distribution?

Proposed Regulations Would Substantially Expand Mandatory Electronic Filing of Information Returns

DOL FAQs Address Deadline for Lifetime Income Illustrations Required by SECURE Act

Latest EPCRS Update Includes Modest Expansions of Correction Options

How Do We Decide What Plan Number to Assign to a New Plan?

IRS Updates Internal Summary of Hardship Distribution Rules

IRS Further Extends Relief From Physical Presence Requirement for Witnessing Electronic Signatures

DOL Rejects Plan’s Reasons for Refusing to Provide Recording and Transcript of Claim-Related Conversation

IRS Issues Final Regulations on Minimum Deadline Extensions After Federally Declared Disasters