DOL Issues Investment Advice Fiduciary Class Exemption
The EBSA has issued the long-awaited Prohibited Transaction Exemption providing guidance to investment advisors who counsel retirement and other investors.
Proposed Changes to HIPAA Privacy Rule Announced
The Office of Civil Rights has announced proposed changes to the HIPAA Privacy Rule.
IRS Posts Updated DB Plan Yield Curves and Segment Rates
The IRS has posted Notice 2020-87, guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
Tax-Related Deadline Relief for Puerto Rico Storm Victims
The IRS has provided tax-related deadline relief for victims of the September 13, 2020 storm on the island of Puerto Rico.
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.
ACA Insurance Exchanges and State Innovation Waivers
Jointly issued proposed regulations to permit states to leave a state-sponsored insurance exchange, and permit private agents and brokers to conduct enrollments beginning in 2023.
PBGC Publishes Age Table for 2021 Valuations in DB Plans
The PBGC final regulations with an updated age table for determining benefits in single-employer DB pension plans undergoing distress or involuntary termination are available.
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