secure act

Washington Pulse: IRS Provides Additional SECURE Act Guidance

IRS Notice 2020-68 provides guidance on the SECURE Act, and on the Bipartisan American Miners Act, which is also part of FCAA.

FuturePlan ERISA Team

Washington Pulse

IRS

SECURE Act

Miners Act

FCAA

Interim Final Rule Published for Lifetime Income Projections

A DOL EBSA interim final rule is published in the Federal Register to guide DC retirement plans that must furnish projections of potential lifetime income streams to participants

FuturePlan ERISA Team

Defined Contribution Plan

DOL

SECURE Act

Senate Vote Fails to Advance Next COVID-19 Aid Package

The Delivering Immediate Relief to America’s Families, Schools and Small Businesses Act (S.178), did not receive the votes needed to proceed to a final vote on the package.

FuturePlan ERISA Team

529 account

COVID-19

Defined Contribution Plan

Legislative updates

SECURE Act

Senate Vote Expected on Next Coronavirus Aid Package

Senate GOP leadership expected to vote on the Delivering Immediate Relief to America’s Families, Schools and Small Businesses Act (S. 178).

FuturePlan ERISA Team

529 account

COVID-19

Defined Contribution Plan

Legislative updates

SECURE Act

IRS Seeks More Forms 5500 Information

The IRS has published a notice offering the opportunity to comment on proposed changes to the information the agency collects on Form 5500, Form 5500-SF, and Form 5500-EZ.

FuturePlan ERISA Team

Defined Contribution Plan

IRS Guidance

SECURE Act

IRS Issues Multi-Subject SECURE Act Q&A Guidance

The IRS has issued Notice 2020-68, guidance in question-and-answer (Q&A) format on provisions of legislation enacted in December 2019 in the SECURE Act.

FuturePlan ERISA Team

Defined Contribution Plan

IRA

IRS Guidance

SECURE Act

Lifetime Income Disclosures: A New Requirement for Pension Benefit Statements

The SECURE Act requires ERISA-covered plans to disclose an estimated monthly payment that participants could receive in a lifetime income stream.

FuturePlan ERISA Team

DOL

SECURE Act

Washington Pulse

Proposed Regulations Issued on Pooled Plan Provider Registration

The EBSA has issued proposed regulations on registration requirements for entities that will function as "pooled plan providers", or PEPs, for retirement plans.

FuturePlan ERISA Team

Defined Contribution Plan

DOL

SECURE Act

PEP

DOL Releases Lifetime Income Disclosure Rule

The DOL announced an interim final rule that prescribes how retirement plans are to provide lifetime income information to savers.

FuturePlan ERISA Team

DOL

SECURE Act

Lifetime Income Disclosure

IRS Guidance for Some DB Plans, Distribution Notices

The IRS has released two Notices with more guidance for certain provisions under the CARES and SECURE Acts.

FuturePlan ERISA Team

COVID-19

Defined Benefit Plan

Defined Contribution Plan

IRS Guidance

SECURE Act

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