FYI

Form 5500 filing extension for FEMA designated disaster areas

As with other disasters in recent years, the IRS has issued guidance extending tax filing deadlines for individuals and...

Publié septembre 30, 2021 — Lire la suit

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

“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...

Publié janvier 27, 2021 — Lire la suit

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...

Publié juillet 14, 2020 — Lire la suit

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...

Publié juin 4, 2020 — Lire la suit

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...

Publié mai 12, 2020 — Lire la suit

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)...

Publié novembre 20, 2019 — Lire la suit