Uncashed checks can be an administrative headache for retirement plans, potentially raising fiduciary and compliance concerns. Why? When cutting a check to a participant for payment of benefits under ...

The IRS has provided updated guidance on federal tax withholding and reporting obligations for uncashed retirement plan distribution checks and any subsequent reissued payments. Revenue Ruling 2025-15 ...

The IRS has issued Revenue Ruling 2025-15, a pivotal document that addresses the tax withholding and reporting obligations for unclaimed and reissued retirement plan checks. While it doesn't introduce ...