IRS-Required Annuity Disclosures Have July 1, 2004 Deadline

Featured Jobs

401(k) Associate

Blue Ridge ESOP Associates
(Charlottesville VA / Telecommute)

ESOP Administrator

Blue Ridge ESOP Associates
(Charlottesville VA / Telecommute)

Retirement Plan Consultant

Cetera Retirement Plan Specialists
(Telecommute)

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Retirement Plan Administrator

SPS
(Telecommute)

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

<< Previous news item | Next news item >>

5/27/2004: IRS-Required Annuity Disclosures Have July 1, 2004 Deadline

McDermott Will & Emery

Excerpt: Late last year, the IRS issued final regulations regarding the information that must be included in the explanation of the qualified joint and survivor annuity (QJSA) and the qualified pre-retirement survivor annuity (QPSA). These regulations are effective with respect to annuity starting dates on or after October 1, 2004, and with respect to QPSA explanations provided on or after July 1, 2004.

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).

An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).