2022 Cumulative List of Changes for Pre-Approved 403(b) Plans
The IRS has issued Notice 2022-8, which contains the 2022 cumulative list of changes in requirements that must be taken into account by drafters of pre-approved 403(b) retirement plan documents for Cycle 2.
FuturePlan by Ascensus Appoints Carlo Guerrera Head of Institutional Sales
Experienced Sales Leader Will Expand Institutional Product Pipeline and Industry Partnerships
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2022-7, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
PBGC’s 2022 Inflation Adjustments for Civil Penalties
The PBGC has published inflation-adjusted penalty amounts for failure to provide certain notices or other material information.
IRS Issues Deadline Relief for Tennessee Storm Victims
The IRS postpones certain tax-related deadlines for Tennessee storm victims.
IRS Announces Applicable Federal Rates for February 2022
The IRS has issued the applicable federal rates for February 2022.
IRS Guidance on SEPPs from QRPs
IRS’s guidance on whether periodic payments from an individual account under a qualified retirement plan are considered a series of substantially equal periodic payments.
New Retirement Payment Withholding Procedure is (Finally) Final
Tax payers and individuals will have a new process for calculating and electing federal income tax withholding on retirement distributions.
DOL Announces 2022 Inflation Adjustments for Civil Penalties
The DOL has published several inflation-adjusted penalty amounts for certain failures associated with qualified retirement plans.
IRS Releases Draft Publication 15-A
The IRS released a draft of the 2022 Publication 15-A, Employer’s Supplemental Tax Guide (Supplement to Pub. 15, Employer’s Tax Guide).
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