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Regulatory and Legislative
IRS Provides Additional RMD Transition Relief Under SECURE, SECURE 2.0
The IRS has issued Notice 2023-54 to provide transition relief for required minimum distributions in connection with the change in required beginning date to age 73 under SECURE 2.0, and guidance for certain specified RMDs for 2023.
July 14 2023
Regulatory and Legislative
Third Phase of Form 5500 Changes Released
The third phase of updates to Form 5500, Annual Return/Report of Employee Benefit Plan, was recently released.
April 14 2023