Tax & Accounting Blog Posts by Thomson Reuters | Retirement

When Do Changes in the Dollar Threshold for Determining Highly Compensated Employees Take Effect?

IRS Releases 2019 Forms for Reporting Retirement Plan and IRA Distributions and IRA Contributions

Unusual Facts Help Preserve Stock Drop Claim Based on Nonpublic Information

IRS Releases Forms 5500-EZ and 8955-SSA for 2018 Plan Year

How Are Plan Loan Offset Amounts Rolled Over?

2018 Required Amendments List Identifies No Qualification Changes Affecting 401(k) Plans

IRS Releases 2019 Cost-of-Living Adjustments for Health FSAs, Transportation Benefits, Adoption Assistance, and More

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