IRS Announces Deadline Relief for Alabama Hurricane Zeta Victims
The IRS announced the postponement of certain tax-related deadlines for Alabama victims of Hurricane Zeta.
Terminating Custodial 403(b) Plans Get Distribution Relief
The IRS has issued Revenue Ruling 2020-23 to address how employers may terminate 403(b) plans that contain custodial accounts.
Tax-Related Deadline Relief for Puerto Rico Storm Victims
The IRS has provided tax-related deadline relief for victims of the September 13, 2020 storm on the island of Puerto Rico.
Provisions for 401(k)/403(b) Safe Harbor SECURE Act
The IRS has issued Notice 2020-86, with guidance for implementing provisions of the SECURE Act of 2019.
Final Regulations for Offset Retirement Plan Loan Rollovers
The IRS has issued final regulations implementing a provision of the 2017 TCJA permitting an extended period to roll over the proceeds of certain retirement plan loans.
Retirement Spotlight: IRS Releases Escheatment Guidance
This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.
IRS Issues Final Life Expectancy Regulations
The IRS has published final regulations updating life expectancy tables that are used for required minimum distributions (RMDs) and for other purposes.
Spousal, Annuity Rights for 403(b) Distributions
The IRS has requested comments on spousal, annuity rights for in-kind 403(b) distributions of terminating plans.
Updated Life Expectancy Tables Published
The IRS has provided updated life expectancy tables.
IRS Updates Life Expectancy Tables for Determining RMDs
The IRS has issued a pre-publication version of final regulations that update life expectancy tables for determining RMDs for tax-qualified retirement savings arrangements.
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