FYI

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

IRS has issued guidance establishing remedial amendment periods for...

Posted November 20, 2019 — Read more

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...

Posted November 15, 2019 — Read more

FYI

DOL proposes new electronic disclosure option for retirement plans

On October 23, the DOL proposed a new safe...

Posted October 30, 2019 — Read more

FYI

IRS finalizes 401(k) hardship withdrawal rules

The final rules that provide participants easier access to...

Posted October 2, 2019 — Read more

FYI

IRS clarifies uncashed check taxation, but still considering missing participants

New IRS guidance confirms how plan administrators should handle...

Posted August 16, 2019 — Read more

FYI

Retirement plans – 2019 summer recap

Volume 42 | Issue 72 Download this FYI Roundup...

Posted August 8, 2019 — Read more

FYI

DOL releases auto-portability prohibited transaction exemption

Volume 42 | Issue 71 Download this FYI Alert...

Posted August 8, 2019 — Read more

FYI

DOL ready for DC multiple employer plans

Volume 42 | Issue 70 Download this FYI as...

Posted August 6, 2019 — Read more

FYI

SEC finalizes broker-dealer conduct standards — paves way for DOL’s fiduciary rule

Volume 42 | Issue 67 Download this FYI as...

Posted July 24, 2019 — Read more

FYI

IRS proposes multiple employer DC plan rules

Volume 42 | Issue 65 Download this FYI as...

Posted July 16, 2019 — Read more