| The BenefitsLink Newsletter - Retirement Plans Edition |  |
September 26, 2001 - 12,175 subscribers
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Analysis: New Tax Law Extends QDRO Rules to 457 Plans
Excerpt: "The Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), signed into law by President Bush on June 7, 2001, significantly alters the treatment of distributions from a Section 457(b) plan pursuant to a qualified domestic relations order (QDRO). The new changes take effect Jan. 1, 2002." (Thompson Publishing Group)
Another Question is Answered in the Who's the Employer Q&A Column
Corporation A is taxed as a "C" corporation. It's owned 50/50 by husband and wife. Now they want to start Corporation B as a management company, to be taxed as an "S" corporation. Are the two corporations a controlled group if Corporation B is also owned 50/50? What if Corporation B were owned 90/10? (BenefitsLink.com)
Discussion: Which GUST Provisions Apply to Tax-Qualified Governmental Retirement Plans?
As with private employers, state and local governments or governmental units must be concerned about the upcoming deadline for amending tax-qualified retirement plans to reflect the recent 'GUST' changes made to the Internal Revenue Code. The 12/31/2001 deadline for calendar-year plans is fast approaching. You're invited to join the discussion. (BenefitsBoards.net)
Investment Advisor Info Now Online
Excerpt: "The Securities and Exchange Commission (SEC) and the North American Securities Administrators Association (NASAA) have launched a website that will provide online information about money managers, financial planners and other investment advisers. The Investment Adviser Public Disclosure (IAPD) website (www.adviserinfo.sec.gov) will offer ready access to registration documents filed by more than 9,000 registered investment advisers." (PLANSPONSOR.com; free registration required)
New York PWBA Office Destroyed on September 11 But All Staff Evacuated Safely
Excerpt: "PWBA's New York Regional Office was evacuated safely from their building in the World Trade Center complex (WTC #6). The Regional Office was destroyed but our staff have been relocated to 201 Varick Street, New York, NY 10014. The new telephone number is (212) 337-2228. Additional information will be posted, as it is made available, on this website." (U.S. Department of Labor, Pension and Welfare Benefits Administration)
Newly Posted or Renewed Job Openings (Post Yours!)
| Benefits Manager | for RMH Teleservices in PA |
| Benefits Consultant (actuarial) | for Veritude A Fidelity Investments Company in MA |
Newly Posted Webcasts (Post Yours!)
| First GUST, then EGTRRA, and Finally A Completed Plan Document!?! | on October 11, 2001 presented by ASPA |
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Copyright 2001 BenefitsLink.com, Inc., but you may freely distribute this email newsletter in whole. This newsletter is edited by David Rhett Baker, J.D.
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