Retirement & Savings Initiatives
The IRS has published a special edition of its newsletter,
Retirement News for Employers, featuring the four notices and three revenue rulings issued on September 5, 2009, by the IRS and the Treasury, to promote retirement plan savings. This edition provides information on the following notices, rulings and other helpful retirement plan information:
- Notice 2099-65, Adding Automatic Enrollment to Section 401(k) Plans -- Sample Amendments
- Notice 2009-66, Automatic Enrollment in SIMPLE IRAs
- Notice 2009-67, Adding Automatic Enrollment to SIMPLE IRA Plans -- Sample Amendment
- Notice 2009-68, Safe Harbor Explanation -- Eligible Rollover Distributions
- Revenue Ruling 2009-30, Automatic Contribution Increases under Automatic Contribution Arrangements
- Revenue Ruling 2009-31, Annual Paid Time Off Contributions
- Revenue Ruling 2009-32, paid Time Off Contributions at Termination of Employment
Rollovers from Employer Plans to Roth IRAs
- Notice 2009-75, Rollovers from Employer Plans to Roth IRAs
Now Online:
- The IRS Retirement Plans Navigator
- Life Events that Can Affect Retirement Savings
Please
contact us with questions about how this information applies to a particular plan.