Fred Farkash, CEBS, Fellow-ISCEBS

About Fred Farkash, CEBS, Fellow-ISCEBS

Fred Farkash is a Senior Consultant in the Knowledge Resources Center of Xerox HR Services. His consulting expertise includes correcting plan errors, nondiscrimination/minimum coverage testing, plan design, plan document drafting, reporting and disclosure, and required minimum distributions.

IRS Confirms More Time for Extended Corporate Returns

Volume 40 | Issue 46
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In Form 7004, IRS has provided an automatic six-month extension for calendar year C corporation returns

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    Puerto Rico Enacts Changes to Rules for Qualified Plans and Trusts

Puerto Rico Enacts Changes to Rules for Qualified Plans and Trusts

Volume 40 | Issue 38
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Act No. 9-2017 amends some of the qualification requirements for retirement plans under Puerto Rico’s 2011 Internal

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    Puerto Rico Treasury Updates Rules for Obtaining Retirement Plan Qualification Letters

Puerto Rico Treasury Updates Rules for Obtaining Retirement Plan Qualification Letters

Volume 40 | Issue 28
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On December 23, 2016, the Secretary of Hacienda issued Circular Letter of Tax Policy No. 16-08 (CL 16‑08) to

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    Puerto Rico Treasury Announces Key Benefit Plan Limits for 2017

Puerto Rico Treasury Announces Key Benefit Plan Limits for 2017

Volume 39 | Issue 154
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Puerto Rico’s secretary of Treasury has announced the qualified retirement plan limits for 2017.

Background
Puerto Rico’s

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    2017 Planning for ERISA Single-Employer Defined Contribution Plan Operations

2017 Planning for ERISA Single-Employer Defined Contribution Plan Operations

Volume 39 | Issue 136
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The calendar provided in this FYI In-Depth will help you set up your own

IRS Clarifies Minimum Present Value Rules for Partial Annuity Distributions

IRS Clarifies Minimum Present Value Rules for Partial
Annuity Distributions

IRS Allows “Self-Service” 60-Day Rollover Waivers for Retirement Plan Distributions

IRS Allows “Self-Service” 60-Day Rollover Waivers for Retirement Plan Distributions

DOL Increases Penalties for ERISA Compliance Violations

DOL Increases Penalties for ERISA Compliance Violations

Puerto Rico Changes Annual Return Filing Requirements for Retirement Plans

Puerto Rico Changes Annual Return Filing Requirements for Retirement Plans

IRS Reverses Course on QSERP Portion of Proposed Nondiscrimination Regs

IRS Reverses Course on QSERP Portion of Proposed Nondiscrimination Regs

DOL Focuses Audits on Failure to Make Timely Payments to Participants

DOL Focuses Audits on Failure to Make Timely Payments to Participants

IRS Nondiscrimination Proposal Limits QSERPs, Adds Cross-Testing Option and New Closed Plan Relief

IRS Nondiscrimination Proposal Limits QSERPs, Adds Cross-Testing Option and New Closed Plan Relief

Church Plans Update

Church Plans Update