Regulatory And Legislative
The latest updates
Regulatory and Legislative

IRS Posts Additional Instructions for Benefit Plan Determinations
The IRS has released updated Instructions for Form 5307, Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans.
Regulatory and Legislative

Proposal Allowing CITs in 403(b) Plans Passes out of Committee
A bill introduced by Representative Frank Lucas (R-OK) was approved by the House Financial Services Committee with bipartisan support by a vote of 35-12.
Regulatory and Legislative

Retirement Plan Disaster Assistance May Be Available for California Severe Storm and Flooding
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 25, 2023, for a California severe storm and flooding.
Regulatory and Legislative
The IRS has released updated Instructions for Form 5307, Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans.
A bill introduced by Representative Frank Lucas (R-OK) was approved by the House Financial Services Committee with bipartisan support by a vote of 35-12.
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on May 25, 2023, for a California severe storm and flooding.
The IRS provided a reminder in the May 24, 2023, edition of Employee Plans News that beginning June 1, 2023.
The SECURE 2.0 Act provides more ways for individuals to access their retirement savings and creates new exceptions to the 10% early distribution penalty tax.
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Insights and Perspectives
Cash balance plans are the best way for business owners to significantly reduce their tax burden and accelerate retirement savings.
With taxes on the rise, high earners are searching for ways to reduce tax liability while accelerating retirement savings.
Advisors, look beyond the 401k and help your clients win the talent war with 3(16) Fiduciary Services. Learn how.
Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.
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