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Defined contribution plan
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Arizona Watch Fire
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 4, 2024, for Arizona Watch Fire, for the incident period of July 10 – July 17, 2024.
Regulatory and Legislative
IRA and Employer Plan Disaster Relief
Learn how disaster victims can access their retirement savings.
Regulatory and Legislative
IRS Announces Deadline Relief for Wildfire in Washington
The IRS has announced the postponement of certain tax-related deadlines for victims of wildfires in Washington.
Regulatory and Legislative
IRS Releases 403(b) Long-Term Part-Time Guidance
The IRS has issued Notice 2024-73, providing question-and-answer guidance on long-term, part-time employees in 403(b) plans. Guidance is applicable for plan years beginning after December 31, 2024.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Tennessee Tropical Storm Helene
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 2, 2024, for Tennessee tropical storm Helene, for the incident period of September 26, 2024 and continuing.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Tropical Storm Helene in Virginia
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 1, 2024, for Virginia Tropical Storm Helene, for the incident period of September 25, 2024 and continuing.
Regulatory and Legislative
IRS Announces Deadline Relief for Hurricane Helene in Multiple States
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Helene until May 1, 2025.
Regulatory and Legislative
IRS Announces Deadline Relief for Illinois Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, tornadoes, straight-line winds, and flooding in parts of Illinois.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Hurricane Helene in Georgia
The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on September 30, 2024 for Georgia Hurricane Helene, for the incident period of September 24, 2024 and continuing.
Regulatory and Legislative
Retirement Plan Disaster Assistance May Be Available for Hurricane Helene
The Federal Emergency Management Agency (FEMA) has issued Major Disaster Declarations on the following dates: