regulatory updates

Smaller Sequel to SECURE Act Re-Introduced in Senate

Senator Charles Grassley (R-IA), along with co-sponsors Maggie Hassan (D-NH) and James Lankford (R-OK), have re-introduced the Improving Access to Retirement Savings Act.

FuturePlan ERISA Team

Defined Contribution Plan

Legislative updates

SECURE Act

IRS Posts Updated DB Plan Yield Curves and Segment Rates

The IRS has issued Notice 2021-33, which contains updated guidance on defined benefit (DB) pension plan minimum funding and present value calculations. 

FuturePlan ERISA Team

IRS

Defined Benefit Plan

Deadline Relief for Tennessee Storm Victims

The IRS has issued a news release announcing the postponement of tax-related deadlines for Tennessee victims of severe storms, straight-line winds, tornadoes, and flooding.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

DOL Withdraws Independent Contractor Rule

The Department of Labor (DOL) Wage and Hour Division is withdrawing the independent contractor rule that was scheduled to take effect on May 7, 2021.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Health and Welfare

Securing a Strong Retirement Act Re-Introduced

House Ways and Means Committee Chairman Richard Neal (D-MA) and Ranking Member Kevin Brady (R-TX) have introduced the Securing a Strong Retirement Act of 2021.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

IRA

Legislative updates

SECURE Act

Deadline Relief for Alabama Storm Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Alabama victims of severe storms, straight-line winds, and tornadoes.

FuturePlan ERISA Team

IRA

IRS

Defined Benefit Plan

Defined Contribution Plan

Deadline Relief for Kentucky Severe Storms Victims

The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Kentucky victims of severe storms.

FuturePlan ERISA Team

IRA

IRS

Defined Benefit Plan

Defined Contribution Plan

DOL Releases Additional Investment Advice Guidance

This latest DOL guidance package presents helpful information in a more understandable format.

FuturePlan ERISA Team

Retirement Spotlight

DOL

Defined Contribution Plan

Defined Benefit Plan

Fiduciary Issues

IRS Clarifies Partial Plan Termination During Pandemic

The IRS released a Q&A on the temporary partial plan termination rules for qualified retirement plans in accordance with the Taxpayer Certainty and Disaster Tax Relief Act of 2020.

FuturePlan ERISA Team

COVID-19

Defined Contribution Plan

IRS Guidance

Department of Labor Releases Cybersecurity Guidance

On April 14, the DOL’s (EBSA) issued—for the first time—guidance on best practices for maintaining cybersecurity.

FuturePlan ERISA Team

Washington Pulse

DOL

Defined Contribution Plan

Defined Benefit Plan

Fiduciary Issues

No Results