FYI

DOL issues cybersecurity guidance for retirement plan sponsors and fiduciaries

While cybercrime was already on the rise prior to 2020, its acceleration during the pandemic has illuminated the financial...

Publié mai 25, 2021 — Lire la suit

FYI

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...

Publié novembre 2, 2020 — Lire la suit

FYI

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...

Publié octobre 28, 2020 — Lire la suit

FYI

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...

Publié octobre 28, 2020 — Lire la suit

FYI

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...

Publié août 26, 2020 — Lire la suit

FYI

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...

Publié Décembre 23, 2019 — Lire la suit

FYI

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...

Publié novembre 15, 2019 — Lire la suit

FYI

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...

Publié octobre 2, 2019 — Lire la suit

FYI

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...

Publié août 26, 2019 — Lire la suit

FYI

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...

Publié juillet 24, 2019 — Lire la suit