Understanding the CARES Act: Contribution Deadline & Defined Benefit Funding Relief

The SEC has announced a proposal to modify and modernize the disclosure framework of mutual funds and exchange-traded funds that is intended to better serve the needs of retail investors.

The IRS has released two Notices with more guidance for certain provisions under the CARES and SECURE Acts.

Legislation is introduced for Health Savings Accounts for All Act of 2020 (S.4367) to expand access and reduce restrictions on HSAs.