IRS Updates Several Model VCP Compliance Forms
In a recent issue of the Employee Plans News, the IRS has announced the update of several forms used to submit Voluntary Correction Program applications to the IRS.
IRS Priority Guidance Plan Includes Retirement Items
The IRS has issued its 2023-2024 Priority Guidance Plan, in which it describes guidance projects in the current fiscal year.
Disaster Assistance May Be Available for Tennessee Severe Storms
The Federal Emergency Management Agency issued a disaster declaration on September 27, 2023, for Tennessee severe storms.
Disaster Assistance May Be Available for California Tropical Storm Hilary
The Federal Emergency Management Agency issued a disaster declaration on September 27, 2023, for California Tropical Storm Hilary.
Deadline Relief for Hurricane Lee in Maine
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.
Deadline Relief for Hurricane Lee in Massachusetts
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.
Retirement Plan Disaster Assistance May Be Available for Missouri Severe Storms
The Federal Emergency Management Agency issued a disaster declaration on September 21, 2023, for Missouri severe storms, straight-line winds, tornadoes, and flooding.
How SECURE 2.0 Affects Family Attribution Rules
SECURE 2.0 is the hot topic in the retirement industry right now and has been hailed as the most important retirement enhancement legislation in more than a decade.
IRS Issues Yield Curves and Segment Rates for DB Plan Calculations
The IRS has issued Notice 2023-66, 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 October 2023
The IRS has issued Revenue Ruling 2023-18, which contains the applicable federal rates (AFR) for October 2023.
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