/401(k) & 403(b)

Plan Now to Get Full Benefit of Saver’s Credit; Tax Credit Helps Low- and Moderate-Income Workers Save for Retirement

By |2012-12-13T12:43:11+00:00December 13th, 2012|401(k) & 403(b), Employees, Individual Income Tax, Retirement, Traditional IRA|

Source: IRS.gov WASHINGTON — Low- and moderate-income workers can take steps now to save for retirement and earn a special tax credit in 2012 and the years ahead, according to the Internal Revenue Service. The saver’s credit helps offset part of the first $2,000 workers voluntarily contribute to IRAs and [...]

401(k) Questionnaire Coming to 1,200 Employers & Form 5500 Due Dates

By |2010-05-02T19:08:58+00:00May 2nd, 2010|401(k) & 403(b), Employers|

During the week of May 17th, IRS Employee Plans Compliance Unit (EPCU) will send a letter and instructions to 1,200 employers sponsoring 401(k) plans asking them to complete the 401(k) Compliance Check Questionnaire. The information gathered from the Questionnaire will provide a comprehensive view of 401(k) plans and will help [...]