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qualified plans

Qualified Retirement Plan Considerations and 2019 Year-End Action Items

November 12, 2019 By Alston & Bird Tax Team

Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2019 IRS year-end amendments and offers year-end action items. Discretionary amendments Changes to hardship withdrawals Adjustment to the determination letter program Read the full advisory here. [...]Read more

Filed Under: Employee Benefits Tagged With: 409A, actuarial issues, DOL, employee benefits, ERISA, ERISA Litigation, executive compensation, health and welfare, IRS, PBGC, qualified plans

Qualified Retirement Plan Considerations and 2018 Year-End Action Items

November 8, 2018 By Alston & Bird Tax Team

Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2018 IRS year-end amendments and offers year-end action items.

  • Discretionary amendments
  • Storm and disaster relief
  • Tax reform changes

Read the full advisory here.

Filed Under: Employee Benefits Tagged With: cyber, data privacy, disaster relief, discretionary amendments, DOL, qualified plans, retirement, tax reform, TCJA

Do You Need to Send an Annual Notice to Plan Participants?

November 5, 2018 By Alston & Bird Tax Team

Our Employee Benefits & Executive Compensation Group reviews the multiple year-end notices that defined contribution plans must issue to participants.

  • 2019 retirement plan limits
  • Notice content and deadlines
  • Practice pointers

Read the full advisory here.

Filed Under: Employee Benefits Tagged With: 401(k), annual notice, elective deferrals, IRS, plan sponsors, qualified plans, safe harbor notice, Section 401(k) plans

Qualified Retirement Plan Amendments: Year-End Update

November 8, 2017 By Blake MacKay and Kyle Woods

Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2017 IRS year-end amendments.

  • Discretionary amendments
  • Storm and disaster relief
  • Required amendments

Read the full advisory here.

Filed Under: Employee Benefits Tagged With: 2016 storm relief, cash balance, disability claims, discretionary amendments, IRS, qualified plans, year-end amendments

Do You Need to Send an Annual Notice to Plan Participants?

October 26, 2017 By Blake MacKay and Kyle Woods

Our Employee Benefits & Executive Compensation Group reviews the multiple year-end notices that defined contribution plans must issue to participants.

  • 2018 retirement plan limits
  • Special consideration for safe harbor plans
  • Practice pointers

Read the full advisory here.

Filed Under: Employee Benefits Tagged With: 401(k), annual notice, defined contribution plans, EACA, IRS, QACA, QDIA, qualified plans

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