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IRS Employee Plans News, Issue 2014-5, March 27, 2014 (PDF)
Internal Revenue Service [IRS] [Guidance Overview] Mar. 27, 2014 Topics include: [1] IRA one-rollover-per-year rule: Beginning as early as January 1, 2015, you can only make one rollover during any 1-year period from all your IRAs (Announcement 2014-15); [2] New two-year period to adopt pre-approved defined contribution plans: most opinion and advisory letters to be issued on March 31, 2014; employers must adopt new plans by April 30, 2016 (Announcement 2014-16); [3] 403(b) pre-approved plans: deadline for submitting 403(b) pre-approved plans extended to April 30, 2015, and eligibility criteria changed to allow more plan sponsors and employers to participate in the program (Revenue Procedure 2014-28); and [4] Common errors on Form 2848, Power of Attorney and Declaration of Representative, and Form 8821, Tax Information Authorization, submitted with determination letter applications. |
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