Fred Farkash, CEBS, Fellow-ISCEBS
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IRS finalizes 401(k) hardship withdrawal rules
The final rules that provide participants easier access to hardship withdrawals mostly follow those proposed last November, which reflected...
Posted October 2, 2019 — Read more -
IRS extends temporary nondiscrimination relief for closed DB plans to 2021
IRS has again extended the temporary relief from select nondiscrimination requirements that had been announced in Notice 2014-5. If...
Posted August 26, 2019 — Read more -
SEC finalizes broker-dealer conduct standards — paves way for DOL’s fiduciary rule
Volume 42 | Issue 67 Download this FYI as a printable PDF The SEC has released guidance that represents...
Posted July 24, 2019 — Read more -
PBGC proposes easing reporting, closing premium loopholes
Volume 42 | Issue 63 Download this FYI as a printable PDF Proposed changes to several PBGC regulations aim...
Posted July 3, 2019 — Read more -
DOL: Top Hat, Apprenticeship, and Training Benefit Filings Must Be Electronic
Volume 42 | Issue 58 Download this FYI as a printable PDF DOL final regulations require top hat plan...
Posted June 18, 2019 — Read more -
IRS Proposes to Clarify Retirement and Annuity Elective Withholding Rules for Payees with Foreign Addresses
Volume 42 | Issue 51 Download this FYI as a printable PDF IRS proposes to update their elective withholding...
Posted June 5, 2019 — Read more -
House Passes SECURE Act – Retirement Legislation Moves Closer to Enactment
Volume 10 | Issue 02 Download this Legislate as a printable PDF The House passed the SECURE Act on May...
Posted May 24, 2019 — Read more -
Information Requirements Expanded for PBGC Reportable Events and Late Contribution Reports
Volume 42 | Issue 48 Download this FYI as a printable PDF PBGC will now require plan sponsor controlled...
Posted May 16, 2019 — Read more -
IRS Cracks Open Determination Letter Program for Merged Plans and Hybrid (Cash Balance) Plans
Volume 42 | Issue 46 Download this FYI as a printable PDF Effective September 1, 2019, plan sponsors can...
Posted May 6, 2019 — Read more -
Unrelated Business Income Tax Filings for 2018 Complicated by Tax Cuts and Jobs Act of 2017
Volume 42 | Issue 43 Download this FYI as a printable PDF As the initial filing deadline for 2018...
Posted April 25, 2019 — Read more