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.
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.
Tax Benefits for Retirement Distributions for LTC Insurance
Proposed legislation would permit tax-free retirement savings distributions of up to $2,500 per year—indexed for inflation—that are used to purchase long-term care insurance.
DOL Releases Final ESG Guidance
The DOL has posted a final rule regarding guidance initially focused on restricting the use of environmental, social, and governance (ESG) investments.
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