FAB 2009-2

Subscribe to FAB 2009-2

403(b) Form 5500 Changes May Be Permanent

By Robert Toth on July 24, 2009

Posted in 403(b)

The DOL’s release of FAB 2009-2 may well more significant than I took at first glance. Soon after blogging on the release of the FAB and how it sets us up to develop a more permanent solution, Ellie Lowder and my colleagues Evan and Monica let me know of a different view: they believe that…

DOL Avoids A 403(b) Train Wreck With FAB 2009-2. A Learning Opportunity For the IRS?

By Robert Toth on July 20, 2009

Posted in 403(b)

The DOL released to Field Assistance Bulletin 2009-2 on July 20th, which provides much needed Title 1 reporting relief for 403(b) plans.

So, first of all, our hats off to Ass’t Sec’y Borzi, for what looks to be one of her first public acts, and to the Good Bob Doyle, for showing true leadership in…

Robert TothPrincipal

Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement…

Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans.

Conni TothManaging Pension Consultant

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial…

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial services industry.