Senate Approves Appropriations Bill, Containing the SECURE 2.0 Act of 2022
The House will now take up CAA 2023 with voting anticipated to take place as early as this evening.
Government Funding Package Would Include Telehealth Coverage Extension
Congress is expected to vote this week on the Consolidated Appropriations Act of 2023 (CAA 2023), which would serve to fund the federal government for a full year.
Retirement Spotlight – DOL’s Final ESG Rule Clarifies Duties
In this latest guidance, the DOL amends the “Investment Duties” regulation.
Government Funding Bill, Containing SECURE 2.0, Released
Senate Appropriations Committee Chairman Patrick Leahy (D-VT) has released HR 2617, the Consolidated Appropriations Act of 2023.
Deadline Relief for Florida Hurricane Nicole Victims
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Nicole in Florida.
Hardship Distributions May Be Permitted for Florida Hurricane Nicole
The Federal Emergency Management Agency (FEMA) has issued a disaster declaration for Hurricane Nicole in Florida, for the period of November 7, 2022 – November 30, 2022.
SEC “Hard Close” Proposal Published in Federal Register
The SEC proposed rule titled, Open-End Fund Liquidity Risk Management Programs and Swing Pricing; Form N-PORT Reporting, has been published in the federal register.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2023-5, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
IRS Announces Applicable Federal Rates for January 2023
The IRS has issued Revenue Ruling 2023-1, which contains the applicable federal rates (AFR) for January 2023.
How IRS Notice 2022-53 Affects Beneficiaries
IRS will not enforce 50% excess accumulation penalty tax for certain beneficiaries.
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