Tax & Accounting Blog Posts by Thomson Reuters | Retirement

Can Participants Certify Electronically That They Satisfy All Requirements for a Hardship Distribution?

IRS Rules Favorably on 401(k) Contributions That Reward Student Loan Payments

IRS Extends Third-Cycle Submission Period for Pre-Approved Defined Contribution Plan Providers

IRS Issues 2018 Version of Form 1099-R for Retirement Plan Distributions

Statute of Limitations Bars Claim That High Fees Made Plan’s Investments Imprudent

IRS Finalizes Amended Regulations Allowing Forfeitures to Be Used for QNECs and QMACs

IRS Updates Model VCP Compliance Statements to Reflect Fee Changes

Legislation Provides Retirement Plan Distribution and Loan Relief for Hurricane Victims; Agencies Continue Releasing Disaster-Related Relief

What Is a SAR, and When Must It Be Provided?

DOL Increases Many Employee Benefit Plan Penalties