Browsing Tag
Internal Revenue Service (IRS)
82 posts
High-Tech Lowlife: Colorado CEO Convicted of 401(k) Fraud
A chief executive of two technology companies located in Denver, Colorado was found guilty of a host of…
Top 10 Senior Scams (And the Billions they Cost)
When advisors think of 401k fraud, high (and questionable) fees that can take a big bite out of…
3 Steps to Better Tax Treatment of Missing 401(k) Funds
What happens when 401(k)s are orphaned by employees? Like any other unassigned assets, they’re transferred to the states…
7 Situations When HSA Contributions Can Be Returned: Marcia Wagner
Certain situations allow for an employer to request the return of Health Savings Account (HSA) contributions it made…
Quick and Easy Guide to the IRS 401k Loan Rules
401k administrators play many roles—including, often somewhat reluctantly, banker. In addition to all other duties, plan administrators are…
Don’t Forget! Retirement Plan RMDs Due Soon
Like failing to update beneficiary information, taking required minimum distributions is one of those (somewhat) simple things too…
Missing Participants and Fiduciary Responsibilities: A Risk for TPAs
The Department of Labor (DOL) is aggressively investigating the practices and procedures of plan sponsors with respect to…
401k Filing Relief for California Wildfire Victims
In the wake of the most destructive California wildfire season on record, the Department of Labor (DOL) has…
IRS Reveals 401k, IRA Contribution Limits For 2019
The Internal Revenue Service announced Thursday that it will raise contribution limits for employees who participate in 401k,…
401k Match on Student Loan Repayments: Godsend or Mixed Blessing?
In a Private Letter Ruling (PLR), the IRS has recently sort of, kind of, maybe, in special circumstances…