John_Slaughter

About John Slaughter

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So far John Slaughter has created 13 blog entries.

CARES Act—Optional or Required? Part 3—RMD Waivers

April 16th, 2020|

By Robert Richter

A common question regarding the CARES Act distribution, loan and required minimum distribution (RMD) waiver provisions is whether these provisions are optional or mandatory. In most cases, they are optional – but in the retirement world there are very few questions where a short answer will suffice… – READ MORE

CARES Act—Optional or Required? Part 2—Loans

April 16th, 2020|

By Robert Richter

A common question regarding the CARES Act distribution, loan and RMD waiver provisions is whether these provisions are optional or mandatory. In most cases, they are optional—but in the retirement world there are very few questions where a short answer will suffice… – READ MORE

CARES Act—Optional or Required?: Part 1—Distributions

April 16th, 2020|

By Robert Richter

Are the CARES Act’s distribution, loan and RMD waiver provisions optional or mandatory? In most cases, they are optional—but in the retirement world there are very few questions where a short answer will suffice… – READ MORE

IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit Increases to $18,500 for 2018

November 19th, 2017|

Click HERE to view IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit Increases to $18,500 for 2018.

Socially Responsible Investing Under ERISA: New DOL Guidance

November 23rd, 2015|

(Excerpted from original article) Click Here to read the article in its entirety.

Fiduciary concerns may have prevented plan committees from considering “economically targeted investments” (ETI) – such as investments that observe environmental, social or governance responsibility (ESG) standards – as alternatives for their plans. Recent Department of Labor guidance, Interpretive Bulletin 2015-01 (the “Bulletin”), provides […]

IRS Announces 2016 Pension plan Limitations

October 26th, 2015|

Click HERE to view/download the PDF.

401k Document Retention Rules Made Simple

October 7th, 2015|

In general, 401k plan records must be kept for a period of not less than six years after the filing date of the IRS Form 5500 created from those records. However, records necessary to a participant’s claim for plan benefits must be kept … as long as a possibility exists that they might be relevant […]

Supreme Court Same-Sex Marriage Ruling and Employee Benefit Plans?

July 30th, 2015|

Here is a link to a great article about what the Supreme Court’s ruling means for same-sex-marriage and employee benefit plans. If you have any questions about how this ruling might effect you, please give us a call at 310-665-0578.

 

What Does the Supreme Court’s Same-Sex Marriage Ruling Mean for Employee Benefit Plans?

Sign Up for IRS Summertime Tax Tips

July 10th, 2015|

Taxpayers interested in receiving helpful consumer tips this summer to get a jump start on this year’s taxes should consider subscribing to IRS Summertime Tax Tips. Click the link to subcribe today! IRS Tax Tips.

The IRS began offering its Summertime Tax Tip series which include useful information in English and Spanish. Tax Tip subscribers receive […]

IRS Rev. Proc 2015-32: Penalty Relief Program Late Annual Reporting for Non-Title I Retirement Plans

June 2nd, 2015|

IRS Rev. Proc 2015-32: Penalty Relief Program

Late Annual Reporting for Non-Title I Retirement Plans (‘One-Participant Plans’ and Certain Foreign Plans)

(Download PDF 9 pages)

“This revenue procedure establishes a permanent program to provide administrative relief from the penalties imposed … for a failure to timely comply with the annual reporting requirements. Filers may not seek relief for […]