Retirement Plan Disaster Assistance May Be Available for Iowa Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on May 24, 2024, for Iowa severe storms.
DOL Releases Final Investment Advice Fiduciary Rule
The Department of Labor recently released a regulatory package that includes a final amendment (the Retirement Security Rule) to the regulations that define what constitutes an investment advice fiduciary.
Disaster Assistance May Be Available for Texas Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on May 17, 2024, for Texas severe storms, straight-line winds, tornadoes, and flooding.
IRS Announces Deadline Relief for Iowa Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of Iowa severe storms and tornadoes.
Disaster Assistance May Be Available for Massachusetts Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on May 15, 2024, for Massachusetts severe storms and flooding.
Retirement Plan Disaster Assistance May Be Available for Iowa Severe Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on May 14, 2024, for Iowa severe storms and tornadoes.
Retirement Plan Disaster Assistance May Be Available for Nebraska Storms
The Federal Emergency Management Agency issued a Major Disaster Declaration on May 3, 2024, for Nebraska severe storms, straight-line winds, and tornadoes, for the incident period of April 25, 2024 – April 27, 2024.
IRS Releases FAQs on SECURE 2.0 Disaster Relief
The Internal Revenue Service has released a set of frequently asked questions regarding rules for distributions from retirement plans and individual retirement arrangements (IRAs) under Section 331 of SECURE 2.0 for individuals affected by federally declared major disasters.
IRS Reminds Businesses of SECURE 2.0 Impacts on Form W-2
The Internal Revenue Service is reminding businesses who sponsor a retirement plan that certain provisions of SECURE 2.0 that became effective in 2023 may impact their Form W-2 reporting requirements.
Retirement Plan Disaster Assistance May Be Available for Ohio Tornadoes
The Federal Emergency Management Agency issued a disaster declaration on May 2, 2024, for Ohio tornadoes, for the incident period of March 14, 2024.
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