Form 5500-SUP, EPCU QJSA project, One-per-year limit on IRA rollovers 2015 fresh start

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Employee Plans News November 13, 2014

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Issue Number: 2014-18

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In this edition of the Employee Plans News:

Form 5500-SUP – draft of the paper supplement for 2015 and later plan years

New option for plan sponsors to include income annuities in default target date fund investment options (Notice 2014-66)

EPCU QJSA project – most sponsors complied with the qualified joint and survivor annuity notice and consent requirements

One-per-year limit on IRA rollovers allows owners of multiple IRAs fresh start in 2015 (Announcement 2014-32)

The Information Reporting Program Advisory Committee (IRPAC) 2014 annual report

Renew your PTIN before Dec. 31

DOL Corner updates


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