Using electronic technologies in the administration of qualified retirement and welfare benefit plans
Article Abstract:
The authors explain and discuss IRS final regulations which provide guidance for electronic administration of qualified employee benefit retirement plans.
Publication Name: Tax Management Compensation Planning Journal
Subject: Law
ISSN: 0747-8607
Year: 2000
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Correcting errant 403(b) plans - new IRS program
Article Abstract:
The IRS has found in its coordinated examination audit program for exempt organizations that many tax-exempts are not complying with the tax laws for IRC section 403(b) annuity retirement plans. The IRS has established the Taxpayer Voluntary Correction Program to encourage these taxpayers to correct plan defects. This program needed to be established because 403(b) administrators were not eligible for other compliance programs. The IRS has also released proposed examination guidelines to help tax-exempt organizations perform self-audits.
Publication Name: Tax Management Compensation Planning Journal
Subject: Law
ISSN: 0747-8607
Year: 1995
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How to plan for Y2K issues affecting welfare plans from the employer's perspective
Article Abstract:
The author discusses issues which may arise and methods to address them concerning the Y2K computer problem in the context of employee benefit plans with a focus on welfare benefit plans.
Publication Name: Tax Management Compensation Planning Journal
Subject: Law
ISSN: 0747-8607
Year: 1998
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- Abstracts: A marriage of convenience: the credit shelter trust and qualified plan and IRA benefits. Avoiding a penalty on early distributions from qualified plans and IRAs
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