The IRS has provided tax-related deadline relief for victims of the September 13, 2020 storm on the island of Puerto Rico.
The PBGC has requested from the OMB permission to continue collecting information on retirement plan missing participant accounts.
The DOL has issued final regulations on registering as a pooled plan provider (PPP), which is one of the initial steps that such providers must take before offering PEPs.
The IRS has issued Notice 2020-86, with guidance for implementing provisions of the SECURE Act of 2019.
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.
Jointly issued proposed regulations to permit states to leave a state-sponsored insurance exchange, and permit private agents and brokers to conduct enrollments beginning in 2023.
The PBGC final regulations with an updated age table for determining benefits in single-employer DB pension plans undergoing distress or involuntary termination are available.
This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.
The IRS has published final regulations updating life expectancy tables that are used for required minimum distributions (RMDs) and for other purposes.
The IRS has requested comments on spousal, annuity rights for in-kind 403(b) distributions of terminating plans.