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Wow, here we are again with year end just two weeks away and knee deep in new plan proposals and set ups! Like every other year, 2015 just blew by in a blur of work. I feel like my life has gone by like the calendar pages flashing past one by one in those old movies. I’m sure we are all looking...
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The IRS on Dec. 14 issued the 2015 Cumulative List of Changes in Plan Qualification Requirements. The list, contained in Notice 2015-84, is to be used by plan sponsors and practitioners submitting determination letter applications for plans during the period beginning Feb. 1, 2016 and ending Jan....
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What is “Suspension of Benefits”? The purpose of this post is to provide an overview of the rules as they apply to the suspension of benefits and to the adjustment of benefits not received during the suspension period as it relates to defined benefit plans. (To read Part 2, click here.) It is not...
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The week of Jan. 18, 2016, ACOPA members will have the opportunity to vote to approve the proposed amended Joint Discipline Council Agreement (“JDC Agreement”). You will be receiving (or may have received already) an email with our formal communication of the materials. Voting instructions will be...
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One of ACOPA’s responsibilities is to present the views of our membership to regulators and other relevant bodies. Last month I wrote about legislative proposals, and the success we (ASPPA/ACOPA, and now ARA) have had getting Congress to take our proposals seriously. Of course, getting our...
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One of ACOPA’s responsibilities is to present the views of our membership to regulators and other relevant bodies. Last month I wrote about legislative proposals, and the success we (ASPPA/ACOPA, and now ARA) have had getting Congress to take our proposals seriously. Of course, getting our...
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It’s the time of year when Santa — and those who work with defined benefit plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared the following end-of-year “to do” list for DB plans.Comply with Items on All Qualified Plans...
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We are approaching the end of the year. Or the beginning, depending on one’s perspective. And that makes it prime time for taking stock of how one is doing financially and what steps one could consider for the new year.In a bit of a different take on the time-honored tradition of end-of-the-year...
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To reach students, prepare materials that will encourage them to choose to want to learn. That principle applies regardless of whether the audience is teenagers sitting in desks or retirement professionals. In “Focus on Teaching First, Then Finance,” an article in the Fall 2015 edition of Plan...
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In September 2015, more than seven years after issuing proposed rules, the IRS issued final rules under IRC §430. This article will describe the changes and additions made by the final rules.
Note: This is Part 2 of a two-part article. Part 1 appeared in the November ACOPA Monthly.
Timing and...
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