Retirement Plan Disaster Assistance May Be Available for West Virginia Post-tropical Storm Helene
The Federal Emergency Management Agency issued a Major Disaster Declaration on December 9, 2024, for West Virginia Post-tropical Storm Helene.
IRS Releases Interim Guidance on Inadvertent Benefit Overpayments
The Internal Revenue Service recently issued Notice 2024-77, providing interim guidance on the treatment of “inadvertent benefit overpayments” from defined benefit and defined contribution plans as provided by Section 301 of the SECURE 2.0 Act of 2022.
Retirement Plan Disaster Assistance May Be Available for Puerto Rico
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on November 27, 2024.
Retirement Plan Disaster Assistance May Be Available for Kentucky and Washington
The Federal Emergency Management Agency (FEMA) issued Major Disaster Declarations on November 26, 2024.
IRS Provides 403(b) Amendment Cycle Updates
The Internal Revenue Service has announced that it intends to begin issuing opinion letters regarding Cycle 2 pre-approved 403(b) plans, including the 2022 cumulative list of changes in those requirements.
DOL’s Final Restated Voluntary Fiduciary Correction Program at OMB
The Office of Management and Budget has received a final rule from the Department of Labor titled “Adoption of Amended and Restated Voluntary Fiduciary Correction Program”.
IRS Announces Deadline Relief for Montana Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in the Crow Tribe of Montana.
DOL Announces Start of the Lost and Found Information Collection
The Department of Labor has announced the start of a voluntary information collection to establish and maintain the Retirement Savings Lost and Found database.
Retirement Plan Disaster Assistance May Be Available for Crow Tribe of Montana
The Federal Emergency Management Agency issued a Major Disaster Declaration on November 14, 2024, for Crow Tribe of Montana severe storm and straight-line winds.
Deadline Relief for New Mexico Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and flooding in Chaves County, New Mexico.
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