The IRS has released a proposed rule intending to clarify the use and timing of the allocation of forfeitures in qualified retirement plans.
The SECURE 2.0 Act has shortened the time necessary to allow part time workers access to 401(k) plans.
The IRS has issued Notice 2023-19, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
The revisions are effective for plan years beginning on or after January 1, 2023.
The IRS has released final regulations amending rules intended to increase the filing of electronic returns in accordance with the Taxpayer First Act of 2019.
The Securities and Exchange Commission (SEC) has issued a proposed rule “Safeguarding Advisory Client Assets.”
The Securities and Exchange Commission (SEC) has issued a final rule “Shortening the Securities Transaction Settlement Cycle.”
The IRS has issued Revenue Ruling 2023-05, which contains the applicable federal rates for March 2023.
The SECURE 2.0 Act gives certain employers a general business tax credit for immediately including military spouses in their defined contribution plan.
The Department of Labor’s Employee Benefits and Security Administration (EBSA) recently released a proposed amendment to the Voluntary Fiduciary Correction Program (VFCP).