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.
Retirement Plan Disaster Assistance May Be Available for New Hampshire Severe Storms and Flooding
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 14, 2023, for New Hampshire severe storms and flooding.
Several Bills Amending ERISA Advance out of House Committee
The House Education and Workforce Committee held a mark-up of several proposals, including four bills.
Deadline Relief for Hurricane Idalia in Parts of Georgia
The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Idalia in parts of Georgia.
IRS Updates Procedures for Exceptions from Certain Electronic Filing Requirements
The IRS has issued Revenue Procedure 2023-31, which addresses requests for undue hardship waiver or administrative exception from the electronic filing requirements.
PBGC Updates Interest Assumptions for Valuing Benefits for Fourth Quarter 2023
The Pension Benefit Guarantee Corporation (PBGC) has issued a final rule updating interest assumptions.
Retirement Plan Disaster Assistance May Be Available for Wyoming Flooding
The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 11, 2023, for Wyoming flooding.
Retirement Plan Disaster Assistance May Be Available for Georgia Hurricane Idalia
The Federal Emergency Management Agency issued a disaster declaration on September 7, 2023, for Georgia Hurricane Idalia.
No Results
