Tax Information for Plan Sponsors
The Internal Revenue Service has posted its Summer 2009 issue of Retirement News for Employers: Tax Information for Sponsors of Retirement Plans. This issue provides helpful articles on:
- 7 Steps to Making a Hardship Distribution
- Know the Rules Before You Break Open Your Retirement Piggy Bank
- SIMPLE IRA Plans: The 2-Year Rule on Early Distributions
- Correcting a Failure to the Plan's Automatic Enrollment Provisions
- ABCs of Loans and Hardship Distributions
- Updates from the Department of Labor
- 403(b) Plans
- Target Date Funds and Similar Investment Options
- Getting Ready for the 2009 Form 5500 and Electronic Filing
Contact us with questions about how the information applies to your particular situation.