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Wolters Kluwers ftwilliam. com Launches New Form 5330 e-Filing . . . Batch-Prepare: A new Form 5330 template empowers customers to minimize redundant data entry and reduce manual labor by populating multiple forms at once File Securely: Customers can file with confidence using a secure ftwPortal Pro environment that integrates directly with the IRS’ Modernized e-File (MeF) system
Template-Word - . 5 margins - BenefitsLink In other words, the IRS has not addressed whether plans can be amended to remove the distribution triggers once they are added Plan sponsors should consider this ambiguity before moving forward with adding these rules The Notice makes clear that additional guidance should be forthcoming in the form of regulations
IRS Updates List of Defined Contribution Plans Submitted for . . . "The fourth remedial amendment cycle (RAC) list is for defined contribution plans submitted from February 1, 2024, to August 25, 2025, and covers the 2023 Cumulative List Once the reviews are complete the list will contain the letter serial numbers and date The list includes: [1] the name of the Pre-approved Plan Provider, [2] the file folder number (FFN) assigned to each plan, [3
BenefitsLink® Health Welfare Plans Newsletter for August 28, 2025 "This report provides information on selected health provisions that have expired or are scheduled to expire during the 119th Congress (i e , calendar years 2025 and 2026) For purposes of this report, expiring provisions are defined as portions of law that are time-limited and will lapse once a statutory deadline is reached, absent further legislative action The expiring provisions included
DOL Guidance on Pension Benefit Statements The Department of Labor (DOL) has issued Field Assistance Bulletin 2006-03 (December 20, 2006) to provide guidance on the new requirements for defined benefit and defined contribution plans to furnish participants and beneficiaries with regular pension benefit statements
Text of IRS Notice 2015-7: Proposed Relief for Charter School . . . 16 pages "Section III of this notice describes the guidance under consideration, which would provide that employees of a public charter school may participate in a State or local retirement system if certain conditions are satisfied Section IV of this notice discusses the potential for broader transition relief for governmental plans once final regulations under Section 414(d) are issued