Employee Plans News

The IRS has released the July edition of its Employee Plans News which includes a discussion of the final longevity regulations and updates on 403(b) plans.


Document Excerpt

Final rules regarding longevity annuities expand proposed rules on longevity annuities for plans and IRAs (T.D. 9673)

403(b) plans update and latest developments phone forum (July 28 at 2 p.m. EDT) includes discussion on the 403(b) Pre-Approved Plan Program

Form 5500-EZ pilot penalty relief program (1.55 min. video) see overview of the program’s requirements

2014 Nationwide Tax Forums review descriptions of Employee Plans and Exempt Organizations’ presentations

Advisory Committee on Tax Exempt and Government Entities Report (June 11, 2014) – includes recommendations for EP’s pre-approved and determination letter programs



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