secure act

IRS Issues Revised 2020 Publication 590-B

The IRS has issued a revised 2020 Publication 590-B intended to clarify the application of required minimum distribution (RMD) rules under the SECURE Act. 

FuturePlan ERISA Team

IRA

IRS Guidance

SECURE Act

Retirement Security and Savings Act Re-Introduced

Senators Rob Portman (R-OH), and Ben Cardin (D-MD), have introduced the Retirement Security and Savings Act of 2021, legislation that was last introduced in 2019.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

IRA

Legislative updates

SECURE Act

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

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

IRS Provides Details on Beneficiary Rules and CRD Repayments

The 2020 tax year version of IRS Publication 590-B reflects the following noteworthy updates pursuant to the passage of the SECURE, CARES, and Consolidated Appropriations Acts.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

SECURE Act

Pandemic Relief Package Includes Benefit Provisions

Legislation proposed by the House Ways and Means Committee to provide pandemic relief includes several items that would affect retirement and health benefits. 

FuturePlan ERISA Team

COVID-19

Defined Benefit Plan

Defined Contribution Plan

Health and Welfare

SECURE Act

Compatibility of Pre-Approved Plan Documents and PEPs

The IRS has revealed that pre-approved qualified retirement plan documents may be used to establish arrangements known as pooled employer plans, or PEPs. 

FuturePlan ERISA Team

Defined Contribution Plan

IRS

SECURE Act

New guidance for Traditional and QACA Safe Harbor Plans

The SECURE Act makes it easier for employers to adopt ADP/ACP safe harbor plan provisions. These plans have proven popular with many employers. 

FuturePlan ERISA Team

Retirement Spotlight

SECURE Act

IRS

IRS Guidance

Defined Contribution Plan

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.

FuturePlan ERISA Team

Washington Pulse

DOL

SECURE Act

Defined Contribution Plan

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.

FuturePlan ERISA Team

Defined Contribution Plan

IRS Guidance

SECURE Act

No Results