PBGC Seeks Information on Roth Data and Foreign-Source Income
The PBGC has requested from the OMB permission to continue collecting information on retirement plan missing participant accounts.
DOL Releases Final Rule for Pooled Plan Provider Registration
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.
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.
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.
Pooled Plan Provider Registration Regulations Published
Final regulations from the DOL outlining registration requirements for pooled plan providers of pooled employer plans were published.
DOL Final ESG Guidance Published
The DOL’s final rule on environmental, social, and governance (ESG) investments is published in the Federal Register.
DOL Issues Final PEP Registration Regulations
The EBSA has issued a pre-publication version of final regulations on registration requirements for "pooled plan providers," (PEPs).
Updated Life Expectancy Tables Published
The IRS has provided updated life expectancy tables.
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