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
Washington Pulse: PEP Model Evolves with DOL Proposed Registration Guidance
The DOL has issued a proposed rule on registration for pooled plan providers (PPPs), who may begin offering pooled employer plans (PEPs) on January 1, 2021.
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.
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).
Washington Pulse: IRS Releases Guidance on Loan Offset Rollovers
As part of the TCJA Congress provided more time to roll over certain types of plan loan offsets. The IRS has released proposed regulations to align the IRS’s guidance with the statutory rules.
DOL Proxy Voting and Shareholder Rights Proposed Regulations
EBSA publishers proposed regulations intended to govern proxy voting and shareholder rights exercised by fiduciaries of ERISA-governed retirement plans.
PEP Registration Guidance In Federal Register
EBSA guidance published in Federal Register on registration requirements for a pooled employer plan, or PEP.
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.
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.
IRS Expands Circumstances for Extending Discretionary Amendment Deadlines
The IRS has issued Revenue Procedure 2020-40, which makes a minor modification to Revenue Procedures 2016-37 and 2019-39.
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