Deadline Relief for New York Severe Winter Storm
The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storm in New York.
IRS Issues Proposed Rule for Retirement Plan Consents
The IRS has released a proposed rule titled Use of an Electronic Medium to Make Participant Elections and Spousal Consents.
IRS Final Rule on Electronic Filing Requirements has left OMB
A final rule from the IRS titled “Electronically Filed Returns” has left The Office of Management and Budget.
Deadline Relief for Florida Hurricane Nicole Victims
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Nicole in Florida.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2023-5, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
IRS Announces Applicable Federal Rates for January 2023
The IRS has issued Revenue Ruling 2023-1, which contains the applicable federal rates (AFR) for January 2023.
How IRS Notice 2022-53 Affects Beneficiaries
IRS will not enforce 50% excess accumulation penalty tax for certain beneficiaries.
2022 Form 5500 Series Informational Copies Released
The DOL’s EBSA, the IRS, and the PBGC jointly released the 2022 Form 5500, Annual Return/Report of Employee Benefit Plan, and the 2022 Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan.
Deadline Relief for New York Severe Winter Storm and Snowstorm
The IRS has announced the postponement of certain tax-related deadlines for victims of severe winter storm and snowstorm in New York.
Physical Presence Relief for Retirement Plan Consents Set to Expire
Earlier this year, the IRS issued Notice 2022-27, further extending temporary relief from the physical presence requirements for certain elections.
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