defined contribution plan

Pooled Plan Provider Registration Regulations Published

Final regulations from the DOL outlining registration requirements for pooled plan providers of pooled employer plans were published.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

DOL Final ESG Guidance Published

The DOL’s final rule on environmental, social, and governance (ESG) investments is published in the Federal Register.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

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).

FuturePlan ERISA Team

Defined Contribution Plan

DOL

Updated Life Expectancy Tables Published

The IRS has provided updated life expectancy tables.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

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.

FuturePlan ERISA Team

IRS

IRS Guidance

Defined Contribution Plan

IRA

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.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

Legislative updates

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.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

Fiduciary Issues

Sequel to SECURE Act Introduced

Richard Neal (D-MA) and Kevin Brady (R-TX) have introduced the Securing a Strong Retirement Act of 2020, described as building on major retirement legislation enacted in December 2019.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

SECURE Act

Legislative updates

IRS Updates California Wildfire-Related Deadline Extensions

The IRS has updated previously-issued Announcement CA-2020-07, which describes the postponement of deadlines for victims of California wildfires that began on September 4, 2020.

FuturePlan ERISA Team

Defined Contribution Plan

IRS Guidance

IRA

IRS Announces Louisiana Hurricane-Related Deadline Extensions

The IRS has issued Announcement LA-2020-05, which describes the postponement of deadlines for victims of Hurricane Delta, damage from which began on October 6, 2020.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

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