Interpretive Bulletin Relating to the Exercise of Shareholder Rights and Written Statements of Investment Policy, Including Proxy Voting Policies or Guidelines Dec 29, 2016 · federalregister.gov · Category: Regulatory
Mortality Tables for Determining Present Value Under Defined Benefit Pension Plans Dec 29, 2016 · federalregister.gov · Category: Regulatory
Definitions and Reporting Requirements for Shareholders of Passive Foreign Investment Companies Dec 28, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-80 — 2016 Required Amendments List for Qualified Retirement Plans Dec 27, 2016 · irs.gov · Category: Regulatory
Exemptions From Certain Prohibited Transaction Restrictions Dec 22, 2016 · federalregister.gov · Category: Regulatory
Information Letter 12-22-2016 — Application of ERISA's fiduciary provisions to default investments with lifetime income features that contain certain liquidity and transferability restrictions. Dec 22, 2016 · dol.gov · Category: Regulatory
Savings Arrangements Established by Qualified State Political Subdivisions for Non-Governmental Employees Dec 20, 2016 · federalregister.gov · Category: Regulatory
Claims Procedure for Plans Providing Disability Benefits Dec 19, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-75 — This notice provides guidance on section 45R of the Internal Revenue Code (Code) for certain small employers that cannot offer a qualified health plan (QHP) through a Small Business Health Options… Dec 19, 2016 · irs.gov · Category: Regulatory
REG-107424-12 — Update to Minimum Present Value Requirements for Defined Benefit Plan Distributions Dec 19, 2016 · irs.gov · Category: Regulatory
Disclosures of Return Information Reflected on Returns to Officers and Employees of the Department of Commerce for Certain Statistical Purposes and Related Activities Dec 9, 2016 · federalregister.gov · Category: Regulatory
Advisory Council on Employee Welfare and Pension Benefit Plans; Notice of Charter Renewal Dec 5, 2016 · federalregister.gov · Category: Regulatory
Update to Minimum Present Value Requirements for Defined Benefit Plan Distributions Nov 25, 2016 · federalregister.gov · Category: Regulatory
Proposed Submission of Information Collections for OMB Review; Comment Request; Payment of Premiums; Termination Premium Nov 22, 2016 · federalregister.gov · Category: Regulatory
Allocation of Assets in Single-Employer Plans; Valuation of Benefits and Assets; Expected Retirement Age Nov 21, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-67 — Applicability of § 411(b)(5)(B)(i) to Implicit Interest Pension Equity Plans Nov 21, 2016 · irs.gov · Category: Regulatory
Proposed Exemptions From Certain Prohibited Transaction Restrictions Nov 21, 2016 · federalregister.gov · Category: Regulatory
T.D. 9791 — Excepted Benefits; Lifetime and Annual Limits; and Short-Term, Limited-Duration Insurance Nov 21, 2016 · irs.gov · Category: Regulatory
Notice of Proposed Exemption Involving UBS Assets Management (Americas) Inc.; UBS Realty Investors LLC; UBS Hedge Fund Solutions LLC; UBS O'Connor LLC; and Certain Future Affiliates in UBS's Asset Management and Wealth Management Americas Divisions (Collectively, the Applicants or the UBS QPAMs) Located in Chicago, Illinois; Hartford, Connecticut; New York, New York; and Chicago, Illinois, Respectively Nov 17, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-62 — 2017 Limitations Adjusted As Provided in Section 415(d), etc Nov 14, 2016 · irs.gov · Category: Regulatory
Notice 2016-64 — Adjusted Applicable Dollar Amount for Fee Imposed by §§ 4375 and 4376 Nov 14, 2016 · irs.gov · Category: Regulatory
Proposed Collection; Comment Request for Form 990-N Nov 10, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Regulation Project Nov 10, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Regulation Project Nov 10, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Revenue Procedure 2016-47 Nov 10, 2016 · federalregister.gov · Category: Regulatory
Announcement 2016-39 — Relief for Victims of Hurricane Matthew Nov 7, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-55 — This procedure provides the 2017 cost-of-living adjustments to certain items due to inflation, as required by various provisions of the Code and Service guidance Nov 7, 2016 · irs.gov · Category: Regulatory
United States Property Held by Controlled Foreign Corporations in Transactions Involving Partnerships; Rents and Royalties Derived in the Active Conduct of a Trade or Business Nov 3, 2016 · federalregister.gov · Category: Regulatory
Excepted Benefits; Lifetime and Annual Limits; and Short-Term, Limited-Duration Insurance Oct 31, 2016 · federalregister.gov · Category: Regulatory
Exemptions From Certain Prohibited Transaction Restrictions Oct 28, 2016 · federalregister.gov · Category: Regulatory
Proposed Extension of Information Collection Requests Submitted for Public Comment Oct 28, 2016 · federalregister.gov · Category: Regulatory
Treatment of Certain Interests in Corporations as Stock or Indebtedness Oct 21, 2016 · federalregister.gov · Category: Regulatory
Exemptions From Certain Prohibited Transaction Restrictions Oct 19, 2016 · federalregister.gov · Category: Regulatory
Rev. Proc. 2016-51 — This revenue procedure updates the comprehensive system of correction programs for sponsors of retirement plans that are intended to satisfy the requirements of § 401(a), 403(a), 403(b), 408(k), or… Oct 17, 2016 · irs.gov · Category: Regulatory
Proposed Exemptions From Certain Prohibited Transaction Restrictions Oct 12, 2016 · federalregister.gov · Category: Regulatory
184th Meeting of the Advisory Council on Employee Welfare and Pension Benefit Plans; Notice of Meeting Oct 5, 2016 · federalregister.gov · Category: Regulatory
Announcement 2016-32 — Facilitating Compliance with Qualified Plan Document Requirements Oct 3, 2016 · irs.gov · Category: Regulatory
Notice 2016-57 — Extension of Temporary Nondiscrimination Relief for Closed Defined Benefit Plans through 2017 Oct 3, 2016 · irs.gov · Category: Regulatory
Guidance under Section 851 Relating to Investments in Stock and Securities Sep 28, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Certain Retirement Plans Under Sections 401(k) and 401(m) and Guidance on Cash or Deferred Arrangements Sep 26, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Notice 2006-107 Sep 26, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Notice 2006-109. Sep 26, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Revenue Procedure Sep 26, 2016 · federalregister.gov · Category: Regulatory
T.D. 9783 — Modifications to Minimum Present Value Requirements for Partial Annuity Distribution Options under Defined Benefit Pension Plans Sep 26, 2016 · irs.gov · Category: Regulatory
Payment of Premiums; Late Payment Penalty Relief Sep 23, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-50 — Updated Static Mortality Tables for Defined Benefit Pension Plans for 2017 Sep 19, 2016 · irs.gov · Category: Regulatory
Announcement 2016-30 — Relief for Victims of Louisiana Storms Sep 12, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-47 — Waiver of 60-Day Rollover Requirement Sep 12, 2016 · irs.gov · Category: Regulatory
Modifications to Minimum Present Value Requirements for Partial Annuity Distribution Options Under Defined Benefit Pension Plans Sep 9, 2016 · federalregister.gov · Category: Regulatory
Definition of Terms Relating to Marital Status Sep 2, 2016 · federalregister.gov · Category: Regulatory
183rd Meeting of the Advisory Council on Employee Welfare and Pension Benefit Plans; Notice of Teleconference Meeting Sep 1, 2016 · federalregister.gov · Category: Regulatory
Savings Arrangements Established by State Political Subdivisions for Non-Governmental Employees Aug 30, 2016 · federalregister.gov · Category: Regulatory
Savings Arrangements Established by States for Non-Governmental Employees Aug 30, 2016 · federalregister.gov · Category: Regulatory
Rev. Proc. 2016-42 — The IRS will treat the sample provision in this revenue procedure as a qualified contingency under section 664(f) Aug 22, 2016 · irs.gov · Category: Regulatory
T.D. 9779 — Property Transferred in Connection with the Performance of Services Aug 15, 2016 · irs.gov · Category: Regulatory
Application of Section 409A to Nonqualified Deferred Compensation Plans; Correction Aug 4, 2016 · federalregister.gov · Category: Regulatory
Information Reporting of Catastrophic Health Coverage and Other Issues Under Section 6055 Aug 2, 2016 · federalregister.gov · Category: Regulatory
182nd Meeting of the Advisory Council on Employee Welfare and Pension Benefit Plans; Notice of Meeting Jul 28, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Form 5500-EZ Jul 27, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Regulation Project Jul 27, 2016 · federalregister.gov · Category: Regulatory
Proposed Revision of Annual Information Return/Reports Jul 21, 2016 · federalregister.gov · Category: Regulatory
Submission of Information Collection for OMB Review; Comment Request; Filings for Reconsideration Jul 19, 2016 · federalregister.gov · Category: Regulatory
Rev. Proc. 2016-37 — Rev. Proc. 2016–37 sets forth the procedures for the determination letter program for individually designed plans and the six-year remedial amendment cycle system for pre-approved plans Jul 18, 2016 · irs.gov · Category: Regulatory
Guidance Under Section 355 Concerning Device and Active Trade or Business Jul 15, 2016 · federalregister.gov · Category: Regulatory
Requirement To Notify the IRS of Intent To Operate as a Section 501(c)(4) Organization; Final and Temporary Regulations Jul 12, 2016 · federalregister.gov · Category: Regulatory
Best Interest Contract Exemption; Correction Jul 11, 2016 · federalregister.gov · Category: Regulatory
Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs; Correction Jul 11, 2016 · federalregister.gov · Category: Regulatory
REG-123854-12 — Application of Section 409A to Nonqualified Deferred Compensation Plans Jul 11, 2016 · irs.gov · Category: Regulatory
REG-147196-07 — Deferred Compensation Plans of State and Local Governments and Tax-Exempt Entities Jul 11, 2016 · irs.gov · Category: Regulatory
Advisory Council on Employee Welfare and Pension Benefit Plans; Nominations for Vacancies Jul 8, 2016 · federalregister.gov · Category: Regulatory
Department of Labor Federal Civil Penalties Inflation Adjustment Act Catch-Up Adjustments Jul 1, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-39 — Recovery of Investment in the Contract from Payments Received from a Qualified Defined Benefit Plan by an Employee During Phased Retirement Jun 27, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-35 — This procedure provides specifications for the private printing of red-ink substitutes for the 2016 revisions of certain information returns Jun 27, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-36 — The revenue procedure provides that Notice 2016–39, recovery of investment in the contract from payments received from a retirement plan by an employee during phased retirement, does not apply to… Jun 27, 2016 · irs.gov · Category: Regulatory
Application of Section 409A to Nonqualified Deferred Compensation Plans Jun 22, 2016 · federalregister.gov · Category: Regulatory
Deferred Compensation Plans of State and Local Governments and Tax-Exempt Entities Jun 22, 2016 · federalregister.gov · Category: Regulatory
Expatriate Health Plans, Expatriate Health Plan Issuers, and Qualified Expatriates; Excepted Benefits; Lifetime and Annual Limits; and Short-Term, Limited-Duration Insurance Jun 10, 2016 · federalregister.gov · Category: Regulatory
Mergers and Transfers Between Multiemployer Plans Jun 6, 2016 · federalregister.gov · Category: Regulatory
T.D. 9769 — Removal of Allocation Rule for Disbursements from Designated Roth Accounts to Multiple Destinations Jun 6, 2016 · irs.gov · Category: Regulatory
Proposed Extension of Information Collection Requests May 26, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-32 — Diversification Requirements for Variable Annuity, Endowment, and Life Insurance Contracts under Section 817(h) May 23, 2016 · irs.gov · Category: Regulatory
T.D. 9766 — Self-employment Tax Treatment of Partners in a Partnership that Owns a Disregarded Entity May 23, 2016 · irs.gov · Category: Regulatory
T.D. 9767 — Additional Limitation on Suspension of Benefits Applicable to Certain Pension Plans Under the Multiemployer Pension Reform Act of 2014 May 23, 2016 · irs.gov · Category: Regulatory
Removal of Allocation Rule for Disbursements From Designated Roth Accounts to Multiple Destinations May 18, 2016 · federalregister.gov · Category: Regulatory
181st Meeting of the Advisory Council on Employee Welfare and Pension Benefit Plans Notice of Meeting May 17, 2016 · federalregister.gov · Category: Regulatory
Rev. Proc. 2016-28 — This revenue procedure provides the 2017 inflation adjusted amounts for Health Savings Accounts under section 223 of the Internal Revenue Code May 16, 2016 · irs.gov · Category: Regulatory
T.D. 9765 — Suspension of Benefits under the Multiemployer Pension Reform Act of 2014 May 16, 2016 · irs.gov · Category: Regulatory
Proposed Collection; Comment Request for Regulation Project May 13, 2016 · federalregister.gov · Category: Regulatory
Proposed Exemptions From Certain Prohibited Transaction Restrictions May 12, 2016 · federalregister.gov · Category: Regulatory
Rev. Proc. 2016-27 — This revenue procedure contains revised procedures for applications for a suspension of benefits under a multiemployer defined benefit pension plan that is in critical and declining status under §… May 9, 2016 · irs.gov · Category: Regulatory
Submission of Information Collection for OMB Review; Comment Request; Administrative Appeals May 9, 2016 · federalregister.gov · Category: Regulatory
Certified Professional Employer Organizations; Notice of Proposed Rulemaking and Notice of Proposed Rulemaking by Cross-Reference to Temporary Regulations May 6, 2016 · federalregister.gov · Category: Regulatory
Additional Limitation on Suspension of Benefits Applicable to Certain Pension Plans Under the Multiemployer Pension Reform Act of 2014 May 5, 2016 · federalregister.gov · Category: Regulatory
Self-Employment Tax Treatment of Partners in a Partnership That Owns a Disregarded Entity May 4, 2016 · federalregister.gov · Category: Regulatory
Announcement 2016-16 — Withdrawal of Proposed Nondiscrimination Rules Applicable to Certain Qualified Retirement Plan Benefit Formulas May 2, 2016 · irs.gov · Category: Regulatory
Advisory Group to the Internal Revenue Service Tax Exempt and Government Entities Division (TE/GE); Meeting Apr 29, 2016 · federalregister.gov · Category: Regulatory
Payment of Premiums; Late Payment Penalty Relief Apr 28, 2016 · federalregister.gov · Category: Regulatory
Proposed Exemptions From Certain Prohibited Transaction Restrictions Apr 28, 2016 · federalregister.gov · Category: Regulatory
Suspension of Benefits Under the Multiemployer Pension Reform Act of 2014 Apr 28, 2016 · federalregister.gov · Category: Regulatory
Agency Information Collection Activities; Announcement of OMB Approvals Apr 27, 2016 · federalregister.gov · Category: Regulatory
PATH Act Changes to Section 1445; Correction Apr 26, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Form 5558 Apr 26, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Forms 8554 and 8554-EP Apr 21, 2016 · federalregister.gov · Category: Regulatory
Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 84-24 for Certain Transactions Involving Insurance Agents and Brokers, Pension Consultants, Insurance Companies, and Investment Company Principal Underwriters Apr 8, 2016 · federalregister.gov · Category: Regulatory
Amendment to and Partial Revocation of Prohibited Transaction Exemption (PTE) 86-128 for Securities Transactions Involving Employee Benefit Plans and Broker-Dealers; Amendment to and Partial Revocation of PTE 75-1, Exemptions From Prohibitions Respecting Certain Classes of Transactions Involving Employee Benefits Plans and Certain Broker-Dealers, Reporting Dealers and Banks. Apr 8, 2016 · federalregister.gov · Category: Regulatory
Amendment to Prohibited Transaction Exemption (PTE) 75-1, Part V, Exemptions From Prohibitions Respecting Certain Classes of Transactions Involving Employee Benefit Plans and Certain Broker-Dealers, Reporting Dealers and Banks Apr 8, 2016 · federalregister.gov · Category: Regulatory
Amendments to Class Exemptions 75-1, 77-4, 80-83 and 83-1 Apr 8, 2016 · federalregister.gov · Category: Regulatory
Class Exemption for Principal Transactions in Certain Assets Between Investment Advice Fiduciaries and Employee Benefit Plans and IRAs Apr 8, 2016 · federalregister.gov · Category: Regulatory
Definition of the Term “Fiduciary”; Conflict of Interest Rule-Retirement Investment Advice Apr 8, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Notice 97-45 Apr 5, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for the Annual Return/Report of Employee Benefit Plan Mar 31, 2016 · federalregister.gov · Category: Regulatory
Proposed Submission of Information Collection for OMB Review; Comment Request; Filings for Reconsideration Mar 31, 2016 · federalregister.gov · Category: Regulatory
Annual Financial and Actuarial Information Reporting Mar 23, 2016 · federalregister.gov · Category: Regulatory
Pendency of Request for Approval of Alternative Arbitration Procedure; American Arbitration Association Mar 23, 2016 · federalregister.gov · Category: Regulatory
Proposed Information Collection; Comment Request Mar 18, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Revenue Ruling 2000-35 Mar 15, 2016 · federalregister.gov · Category: Regulatory
T.D. 9749 — Regulations Governing Organization of the Joint Board for the Enrollment of Actuaries Mar 7, 2016 · irs.gov · Category: Regulatory
Regulations Under IRC Section 7430 Relating to Awards of Administrative Costs and Attorneys' Fees Mar 1, 2016 · federalregister.gov · Category: Regulatory
Proposed Information Collection Request Submitted for Public Comment; on the Road to Retirement Surveys Feb 29, 2016 · federalregister.gov · Category: Regulatory
Proposed Submission of Information Collection for OMB Review; Comment Request; Administrative Appeals Feb 29, 2016 · federalregister.gov · Category: Regulatory
REG-101701-16 — Notice of proposed rulemaking and notice of public hearing Additional Limitation on Suspension of Benefits Applicable to Certain Pension Plans Feb 29, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-14 — This procedure provides the inflation-adjusted items for 2016 pursuant to the enactment of Protecting Americans from Tax Hikes Act of 2015 Feb 29, 2016 · irs.gov · Category: Regulatory
180th Meeting of the Advisory Council on Employee Welfare and Pension Benefit Plans Notice of Meeting Feb 25, 2016 · federalregister.gov · Category: Regulatory
Proposed Information Collection; Comment Request Feb 25, 2016 · federalregister.gov · Category: Regulatory
Rev. Rul. 2016-5 — This revenue ruling provides tables of covered compensation under § 401(l)(5)(E) of the Internal Revenue Code and the Income Tax Regulations thereunder, effective January 1, 2016 Feb 22, 2016 · irs.gov · Category: Regulatory
Requirements for Type I and Type III Supporting Organizations Feb 19, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-16 — Mid-Year Changes to Safe Harbor Plans and Safe Harbor Notices Feb 16, 2016 · irs.gov · Category: Regulatory
REG-125761-14 — The proposed regulations would modify the nondiscrimination requirements for qualified retirement plans under section 401(a)(4) and would include special rules for retirement plans that provide… Feb 16, 2016 · irs.gov · Category: Regulatory
REG-147310-12 — Notice of Proposed Rulemaking Applicability of Normal Retirement Age Regulations to Governmental Pension Plans Feb 16, 2016 · irs.gov · Category: Regulatory
Additional Limitation on Suspension of Benefits Applicable to Certain Pension Plans Under the Multiemployer Pension Reform Act of 2014 Feb 11, 2016 · federalregister.gov · Category: Regulatory
Proposed Collection; Comment Request for Form 5306 Feb 10, 2016 · federalregister.gov · Category: Regulatory
Nondiscrimination Relief for Closed Defined Benefit Pension Plans and Additional Changes to the Retirement Plan Nondiscrimination Requirements Jan 29, 2016 · federalregister.gov · Category: Regulatory
Applicability of Normal Retirement Age Regulations to Governmental Pension Plans Jan 27, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-6 — Application of Retroactive Increase in Excludable Transit Benefits Jan 25, 2016 · irs.gov · Category: Regulatory
Notice 2016-3 — This notice provides that the Treasury and the IRS will issue guidance with respect to (1) Cycle A elections made by controlled groups and affiliated service groups; (2) expiration dates on… Jan 19, 2016 · irs.gov · Category: Regulatory
Proposed Collection; Comment Request for Form 5316 Jan 14, 2016 · federalregister.gov · Category: Regulatory
Notice 2016-2 — Claiming the Health Coverage Tax Credit for 2014 and 2015 Jan 11, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-1 — This procedure contains revised procedures for letter rulings and information letters issued by the Associate Chief Counsel (Corporate), Associate Chief Counsel (Financial Institutions and Products)… Jan 4, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-3 — This revenue procedure provides a revised list of areas of the Code under the jurisdiction of the Associate Chief Counsel (Corporate), the Associate Chief Counsel (Financial Institutions and… Jan 4, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-4 — Revised procedures are provided for furnishing guidance to taxpayers on issues under the jurisdiction of the Commissioner, Tax Exempt and Government Entities Division Jan 4, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-6 — Revised procedures are provided for issuing determination letters on the qualified status of employee plans under sections 401(a), 403(a), 409 and 4975 of the Code Jan 4, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-7 — Areas in which rulings will not be issued, Associate Chief Counsel (International) Jan 4, 2016 · irs.gov · Category: Regulatory
Rev. Proc. 2016-8 — Current guidance for complying with the user fee program of the Service as it pertains to requests for employee plans letter rulings, determination letters, advisory letters and Voluntary Correction… Jan 4, 2016 · irs.gov · Category: Regulatory
