Pension Protection Act Blog

Each year, the IRS issues the Guidance Priority List, containing the list of tax issues that the Service intends to address by issuing regulations, revenue rulings, revenue procedures, notices and other published administrative guidance. In Notice 2008-47, the IRS is inviting the tax community to submit recommendations by May 31, 2008, for guidance to […]

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March 31st came and went with no EGTRRA defined contribution opinion/advisory letters. I was hoping for a nice chart like the IRS did for the GUST opinion/advisory letters. My favorite actuary has a theory about Announcement 2008-23 and April Fool’s Day….
Technorati Tags: Pension Protection Act, PPA, EGTRRA, Announcement 2008-23, […]

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To earn the designation of Enrolled Retirement Plan Agent (ERPA) from the IRS, candidates must first pass an exam designed to demonstrate their competence. One of the first steps for the IRS in awarding the ERPA designation is for the Service to select the company who will actually administer the exam.
In the latest edition […]

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SCOTUSblog is reporting that Supreme Court Justice Anthony M. Kennedy has asked the city of San Francisco to respond to a plea by the Golden Gate Restaurant Association in their application that San Francisco’s Health Care Security Ordinance is pre-empted by ERISA. Justice Kennedy gave the city of San Francisco until 5pm next Wednesday […]

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There are two new ERISA-related blogs worth checking out:
1. The attorneys of Baker & Daniels have launched an excellent new blog named the Benefits Biz Blog. Today, Bob Toth discusses Privacy and the New 403(b) Rules.
2. Aaron Juckett of ESOP Insourcing LLC has launched The One-Stop ESOP Blog, providing in-depth information […]

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The New York Times published an interesting article on Feb. 3rd, 2008, about information derived from filed Form 5500s published on a couple of websites. Mary Williams Walsh, in Trying to Clear Fog From Pension Plans, discusses the requirement in the Pension Protection Act which classifies troubled pension plans with the label of “at […]

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I love technology, especially podcasts, and am always on the lookout for new podcasts about ERISA or employee benefit issues. Employee Benefit News has launched a monthly podcast called “Five Minutes With”. On the first of each month, they will be posting 4 new podcasts on their website. I am hoping for […]

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David McCann of CFO magazine is reporting that IBM has proposed a new type of 401(k) plan designed to reimburse employees’ tuition expenses for higher education. Employees become eligible to participate after five years of service. Participants are then permitted to defer up to $1,000 each year into an interest bearing account. […]

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Nominate your favorite tax blog here by nominating it as one of the best law blogs (there isn’t a category - yet - for tax blogs). Nominations for Best Law Blog close on Wednesday, October 17, 2007.
To add your nomination to a blog which has been already nominated, just click the plus sign on […]

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The Treasury Dept. released Final Regulations Governing Practice Before the Internal Revenue Service today. These final regs update Circular 230 in a number of important ways, including establishing an enrolled retirement plan agent designation effective Sept. 26, 2007. Enrolled retirement plan agents (ERPAs) will be required to take an exam and will be […]

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