Fred Farkash, CEBS, Fellow-ISCEBS
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Social Security benefits and taxable wage base both up for 2021
The Social Security Administration has announced key 2021 social security numbers, including a cost-of-living adjustment of 1.3% and taxable...
Posted November 2, 2020 — Read more -
IRS releases key retirement plan limits for 2021
The IRS has issued Notice 2020-79 announcing the retirement plan limits for 2021. Download this FYI Alert as a...
Posted October 28, 2020 — Read more -
PBGC premium rates to increase for 2021
PBGC has announced 2021 premium rates for single-employer and multiemployer plans. The rates for both types of plans are...
Posted October 28, 2020 — Read more -
IRS lets incomplete determination letter applications for statutory hybrid plans slide until December 31
The IRS is providing relief from the requirements that applications for hybrid DB plan determination letters (such as for...
Posted August 26, 2020 — Read more -
SECURE Act – most significant piece of retirement legislation in years becomes law
On December 20, 2019, the president signed into law a sweeping year-end spending bill, Further Consolidated Appropriations Act, 2020...
Posted December 23, 2019 — Read more -
IRS extends temporary nondiscrimination relief to benefits, rights, and features of closed pension plans
As an “add-on,” the IRS has extended temporary nondiscriminatory relief to benefits, rights, and features of closed defined benefit...
Posted November 15, 2019 — Read more -
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