Revisions to Standard, Distress and Missing Participant Forms

The PBGC has released revisions to its standard termination, distress termination and missing participant forms and instructions. Document Excerpt   Link      

Updated IRS Priority Guidance

The IRS releases its Priority Guidance for 2013-2014 as updated. Document Excerpt Link < a href=”http:// “>

2015 Inflation Adjusted HSA Amounts

Revenue Procedure 2014-30 provides the 2015 inflation adjusted amounts for Health Savings Accounts. Document Excerpt For calendar year 2015, the annual limitation on deductions under Section 223(b)(2)(A) for an individual with self-only coverage under a high deductible health plan is $3,350. For calendar year 2015, the annual limitation on deductions under Section 223(b)(2)(B) for an […]

May Lump Sum Rate Released

The PBGC has released the interest rate for May lump sums. Document Excerpt   Link

Update on Weighted Average Interest Rates

Notice 2014-27 provides updated guidance on the weighted average interest rate and corporate bond rates for funding purposes. Document Excerpt Link

Guidance On Windsor Compliance

The IRS has released guidance on complying with the Supreme Court’s decision in Windsor striking down parts of DOMA including the issue of retroactivity. Document Excerpt The purpose of this notice is to provide guidance on the application (including the retroactive application) of the decision in United States v. Windsor, 570 U.S. ___, 133 S.Ct. […]

Proposed Rollover Rule

The PBGC releases a proposed rule that would amend its valuation and benefit payments regulations to clarify the treatment of benefits resulting from a rollover distribution from a defined contribution plan to a defined benefit plan. Document Excerpt This proposed rule would amend PBGC’s regulations on allocation of assets and benefits payable in terminated single-employer […]

Guidance on Rollover Due Diligence

Rev. Rul. 2014-9 provides guidance on the procedures plan administrators may use to conclude that a proposed rollover constitutes a valid rollover. Document Excerpt In the following situations, may the plan administrator for a plan that is qualified under § 401(a) of the Internal Revenue Code reasonably conclude that a potential rollover contribution is a […]

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