News & Views

Breaking Benefits News

IRS Announces New Benefit Plan Notification Requirement.

Beginning January 1, 2014, a retirement or welfare benefit plan must report a change to the plan’s “responsible party” to the IRS using Form 8822-B within 60 days of the change. Changes that occurred prior to January 1, 2014 that have not yet been reported to the IRS must be reported prior to March 1, 2014.

Printable PDF