Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...

It has been nearly a year since the IRS generated shockwaves in the retirement plan community by announcing its intention to end its regular, periodic determination letter program for qualified ...

The Internal Revenue Service has released procedures for issuing determination letters and rulings on the tax-exempt status of nonprofit health insurance providers that want to participate in the ...

With the IRS planning to end its determination letter program, retirement plan sponsors will need guidance about what to do. The Internal Revenue Service (IRS) announced in July 2015 its intent to ...

If you maintain a qualified retirement plan, such as a 401(k) or pension plan, that covers more than 100 employees, you are likely in the midst of your annual plan audit. During this process, your ...

Beginning in June 2023, the IRS will allow 403(b) plans to apply for determination and termination letters, similar to 401(a) plans. Starting in June 2023, the IRS will permit sponsors of individually ...

Get all the information you need to retire when you want in this detailed retirement planning guide. The 401(k) is a traditional nest egg for Americans who want to retire, but there are other options.