Form 5558 Electronic Filing Postponed
After a bit of rumor and speculation, the IRS has announced on its website that, due to administrative issues involving the EFAST2 system, IRS Form 5558 will not be able …
After a bit of rumor and speculation, the IRS has announced on its website that, due to administrative issues involving the EFAST2 system, IRS Form 5558 will not be able …
On December 20, 2023, the IRS released Notice 2024-2 which provides welcome guidance on a number of provisions affecting qualified retirement plans, including 401(k) plans, under the SECURE 2.0 Act …
The IRS announced in Notice 2024-2 that the amendment deadline most qualified retirement plans, including 401(k) plans, for several recent pieces of federal legislation generally has been extended by up …
On November 8, 2023, the IRS released Notice 2023-79, its annual list of required amendments (“RA List”) for individually designed qualified retirement plans, including 401(k) plans. In good news for …
On November 27, 2023, the IRS released proposed regulations addressing the new rules for long-term, part-time employees (“LTPTEs”) under tax-qualified retirement plans, including 401(k) plans. The new rules were introduced …