FYI

“Physical presence” relief for witnesses and notaries extended

In response to the continued COVID-19 pandemic, the IRS has extended the remote notarization relief for certain qualified retirement...

Posted janvier 27, 2021 — Read more

FYI

“Physical presence” requirement for witnesses and notaries temporarily lifted

On June 3, 2020, the IRS announced temporary relief for certain participant elections required to be witnessed in the...

Posted juillet 14, 2020 — Read more

FYI

DOL finalizes new electronic disclosure option for retirement plans

On May 27, 2020, the DOL issued a new safe harbor for electronic retirement plan disclosures that supplements existing...

Posted juin 4, 2020 — Read more

FYI

DOL, IRS issue additional retirement plan relief

Against the backdrop of the COVID-19 outbreak, the DOL, Department of Treasury, and the IRS issued joint guidance easing...

Posted mai 12, 2020 — Read more

FYI

IRS provides remedial amendment period for correcting 403(b) plan defects

IRS has issued guidance establishing remedial amendment periods for retroactive correction of form defects in individually designed and prototype 403(b)...

Posted novembre 20, 2019 — Read more