 State Tax Conformity Update |
| Description: From the American Benefits Council. State by state description of legislation that ensured state tax conformity with the retirement provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA"). |
Added on: Feb 27, 2003 Hits: 1833 Rating: 10 (1 Vote)
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| Publication 575: Pension and Annuity Income-Web page version |
| Description: Updated to include new rules for 2006 and 2007. This version can be viewed without special software. |
Added on: Mar 27, 2007 Hits: 1130
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| Publication 571: Tax-Sheltered Annuity Plans-Web page version |
| Description: Updated March 2007, includes new rules for 2006 and 2007. This version can be used without special software. |
Added on: Mar 27, 2007 Hits: 1379
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| Publication 575: Pension and Annuity Income-PDF version |
| Description: Updated to reflect 2006 and 2007 changes. Requires the free Adobe Acrobat Reader to view or print. |
Added on: Mar 27, 2007 Hits: 1151
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| Publication 571: Tax-Sheltered Annuity Plans-PDF version |
| Description: Updated March 2007, includes new rules for 2006 and 2007. Requires the free Adobe Acrobat Reader to view or print. |
Added on: Mar 27, 2007 Hits: 1296
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401(a)(17) Limits on Compensation  |
| Description: Updated to include changes for 2008 made by IRS News Release IR-2007-171 (October 18, 2007). |
Added on: Oct 18, 2007 Hits: 6589 Rating: 9 (3 Votes)
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| Highly Compensated Employees |
| Description: Updated to include changes for 2008 made by IRS News Release IR-2007-171 (October 18, 2007). |
Added on: Oct 18, 2007 Hits: 3314 Rating: 10 (1 Vote)
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| SEP Limits |
| Description: Updated to include changes for 2008 made by IRS News Release IR-2007-171 (October 18, 2007). |
Added on: Oct 18, 2007 Hits: 2117
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| 457 Limits |
| Description: Updated to include changes for 2008 made by IRS News Release IR-2007-171 (October 18, 2007). |
Added on: Oct 18, 2007 Hits: 1798
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| 403(b) Limits |
| Description: Updated to include changes for 2008 made by IRS News Release IR-2007-171 (October 18, 2007). |
Added on: Oct 18, 2007 Hits: 2200
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| 401(k) Limits |
| Description: Updated to include changes for 2008 made by IRS News Release IR-2007-171 (October 18, 2007). |
Added on: Oct 18, 2007 Hits: 5382 Rating: 8 (5 Votes)
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| Section 415 Limits |
| Description: Updated to include changes for 2008 made by IRS News Release IR-2007-171 (October 18, 2007).
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Added on: Oct 18, 2007 Hits: 3472
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| IRS Publication 553: Highlights of 2001 Tax Changes |
| Description: Requires the free Adobe Acrobat Reader to view or print. |
Added on: Feb 01, 2002 Hits: 1213
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| Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA"), Public Law 107-16 (PDF version) |
| Description: PDF version of the law as enacted. Requires the Adobe Acrobat Reader, a free download, to read or print. |
Added on: Oct 13, 2001 Hits: 2181 Rating: 10 (1 Vote)
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| Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA"), Public Law 107-16 (text version) |
| Description: Text version of the law as enacted. |
Added on: Oct 13, 2001 Hits: 2154 Rating: 10 (2 Votes)
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| JCT Description of Pension and Tax Bill Being Marked Up in Senate Committee May 15, 2001 |
| Description: Entitled "Description of Chairman's Mark of the 'Restoring Earnings to Lift Individuals and Empower Families Act of 2001'", the bill (which was a combination of prior tax and pension reform legislation) was marked up by the Senate Committee on Finance on May 15, 2001. Requires the free Adobe Acrobat Reader to view or print. |
Added on: May 15, 2001 Hits: 1064
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| Enrolled version of H.R. 10, as passed by the House on May 1, 2001 |
| Description: A PDF version (more printer-friendly) is also available. |
Added on: May 07, 2001 Hits: 1224
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| House passes Portman-Cardin legislation, 407-24 |
| Description: Press release from Representative Rob Portman (R-OH). |
Added on: May 02, 2001 Hits: 759 Rating: 10 (1 Vote)
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| Press Release - Portman-Cardin Retirement Security Bill Sails Through House Workforce Committee |
| Description: |
Added on: Apr 27, 2001 Hits: 685
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| Estimated Revenue Effects of H.R. 10, as passed by the House Committee on Ways & Means |
| Description: Requires the free Adobe Acrobat Reader to read or print. |
Added on: Apr 27, 2001 Hits: 971
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| Joint Committee on Taxation Description of Amendment in the nature of a substitute by the chair of the House Ways & Means Committee to H.R. 10, the House version of the Retirement Security & Savings Act of 2001 |
| Description: Requires the free Adobe Acrobat Reader to read or print. |
Added on: Apr 27, 2001 Hits: 1104
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| Legislative history of the Economic Growth and Tax Relief Reconciliation Act of 2001 ("EGTRRA"), Public Law 107-16 |
| Description: You can use the buttons below to go directly to the status of the Senate or House bill, or to look at the status of the original House bill before it was combined with other tax legislation, from Thomas Legislative Service: |
Added on: Oct 09, 2004 Hits: 1728
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| Testimony before the House Subcommittee on Employer-Employee Relations regarding HR 10, the House version of the Comprehensive Retirement Security and Pension Reform Act (the "Portman-Cardin Plan") |
| Description: Full text of all witness testimony at the April 5, 2001 hearings before the Subcommittee on Employer-Employee Relations of the U.S. House of Representatives Committee on Education and the Workforce. |
Added on: Apr 09, 2001 Hits: 740
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| Text and introductory statement for S. 742, the Senate version of the Retirement Security & Savings Act of 2001 |
| Description: Congressional Record version of the bill, as introduced in the Senate by Senators Grassley and Baucus on April 6, 2001. Requires the Adobe Acrobat Reader to read or print. |
Added on: Apr 07, 2001 Hits: 1543
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| Grassley press release on Retirement Security and Savings Act of 2001, as introduced in Senate |
| Description: The press release includes a summary of the Senate version of the legislation. |
Added on: Apr 06, 2001 Hits: 795 Rating: 10 (1 Vote)
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| ASPA 2001 Side by Side Comparison |
| Description: Compares House and Senate versions of 2001 pension legislation. |
Added on: Mar 21, 2001 Hits: 1129 Rating: 9 (3 Votes)
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| Portman Press Release: More Than 100 Groups Support Provisions of H.R. 10 Portman-Cardin Bill Allows Increased IRA and 401(k) Contributions, Modernizes Pension Laws |
| Description: |
Added on: Mar 14, 2001 Hits: 815
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| Portman Press Release: The Portman-Cardin Plan H.R. 10 - The Comprehensive Retirement Security and Pension Reform Act |
| Description: |
Added on: Mar 14, 2001 Hits: 747
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| Portman Press Release: Portman and Cardin to Introduce Retirement Security Legislation Wednesday |
| Description: |
Added on: Mar 09, 2001 Hits: 951 Rating: 3 (2 Votes)
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| Short summary of HR 10, the Comprehensive Retirement Security and Pension Reform Act (the "Portman-Cardin Plan") |
| Description: |
Added on: Mar 14, 2001 Hits: 1268 Rating: 8 (3 Votes)
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| Detailed summary of HR 10, the Comprehensive Retirement Security and Pension Reform Act (the "Portman-Cardin Plan") |
| Description: |
Added on: Mar 14, 2001 Hits: 1825 Rating: 10 (4 Votes)
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| H.R. 10, Comprehensive Retirement Security and Pension Reform Act (the "Portman-Cardin Plan") - full text |
| Description: Full text of the Portman-Cardin legislation as introduced on March 14, 2001. Requires the free Adobe Acrobat Reader to view or print. |
Added on: Mar 14, 2001 Hits: 1241 Rating: 10 (2 Votes)
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