Retirement Plan Disaster Assistance May Be Available for Kansas Winter Storm
The Federal Emergency Management Agency issued a disaster declaration on April 28, 2024, for a Kansas Winter Storm, for the incident period of January 8, 2024 – January 16, 2024.
Retirement Plan Disaster Assistance May Be Available for Washington Storms
The Federal Emergency Management Agency issued a disaster declaration on April 28, 2024, for Washington severe winter storms, straight-line winds, flooding, landslides, and mudslides.
DOL Releases Final Fiduciary Rule for Investment Advisors
The Department of Labor (DOL) has released a final rule updating the definition of an investment advice fiduciary under ERISA.
Disaster Assistance May Be Available for California Severe Winter Storm
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for California severe winter storm.
Disaster Assistance May Be Available for California Severe Storms and Flooding
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for California severe storms and flooding.
Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for New Hampshire severe storms and flooding.
Retirement Plan Disaster Assistance May Be Available for Vermont Severe Winter Storm
The Federal Emergency Management Agency issued a disaster declaration on April 19, 2024, for a Vermont severe winter storm.
How IRS Notice 2024-35 Affects Beneficiaries
IRS Notice 2024-35 states that final RMD regulations, when released, are anticipated to apply no earlier than the 2025 distribution calendar year.
IRS Announces Applicable Federal Rates for May
The IRS has issued Revenue Ruling 2024-09, which contains the applicable federal rates (AFR) for May 2024.
IRS Provides Further RMD Transition Relief Under the SECURE Act
The IRS has issued Notice 2024-35 to provide additional transition relief for certain specified RMDs for 2024.
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