Retirement Plan Disaster Assistance May Be Available for Mississippi
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023, for Mississippi severe storms, straight-line winds, and tornadoes.
Retirement Plan Disaster Assistance May Be Available for Montana
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023.
Retirement Plan Disaster Assistance May Be Available for New Jersey
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 11, 2023.
Retirement Plan Disaster Assistance May Be Available for Hawaii Wildfires
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 10, 2023, for Hawaii Wildfires.
SEC Proposes Requirements for Use of Data Analytics
The Securities and Exchange Commission has released a proposed rule that would require broker-dealers and investment advisers to take certain steps to address conflicts of interest associated with use of predictive data analytics.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2023-53, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
Retirement Plan Disaster Assistance May Be Available for New York Severe Storms and Flooding
The Federal Emergency Management Agency issued a disaster declaration on July 22, 2023, for severe storms and flooding in New York.
Retirement Plan Disaster Assistance May Be Available for Minnesota Severe Storms
The Federal Emergency Management Agency issued a disaster declaration on July 19, 2023, for severe storms and flooding in Minnesota.
Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms
The Federal Emergency Management Agency issued a disaster declaration on July 19, 2023, for severe storms, straight-line winds, and tornadoes in Oklahoma.
IRS Issues Interim Guidance on Plan Corrections under SECURE 2.0 Act
The SECURE 2.0 Act of 2022, provisions affecting the Employee Plans Compliance Resolution System support the IRS trend toward shifting certain types of retirement account corrections to the Self Correction Program.
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