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Prototype and Volume Submitter Plans receive extension of GUST restatement deadline
Several changes made to the tax and pension laws since the mid-1990s have imposed new requirements on tax-qualified retirement plans. Until recently, the law allowed retirement plans to operate under these new requirements without the plan document itself being amended to include the changes.
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2003 Cost-Of-Living Adjustments
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Distribution Documentation Rules
Distributions from a Defined Contribution Plan are subject to a long list of rules. There are basics such as form, method and date of payment. There are mandatory and voluntary withholding rules. Then there is a potential 30-day waiver period. There is also a rollover distribution notice (sometimes known as the 402(f) notice) which the IRS has issued in both English and Spanish versions.
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| January/February 2003 |
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Welcome to the Hooker & Holcombe Companies' Retirement
Plan News. This resource, published bimonthly, is full of
up-to-date articles related to retirement plans, government
regulations, and interesting facts and figures. We hope that
Plan Sponsors find this site useful and informative.
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