Retirement Spotlight: IRS Releases Escheatment Guidance
This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.
IRS Issues Final Life Expectancy Regulations
The IRS has published final regulations updating life expectancy tables that are used for required minimum distributions (RMDs) and for other purposes.
Spousal, Annuity Rights for 403(b) Distributions
The IRS has requested comments on spousal, annuity rights for in-kind 403(b) distributions of terminating plans.
IRS Posts Updated DB Plan Yield Curves and Segment Rates
The IRS has posted Notice 2020-81, guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
Extended Due Date for Single-Employer DB Contributions
The IRS has clarified that contributions to single-employer DB plans due January 1, 2021, under the CARES Act are considered timely if they are made no later than January 4, 2021.
Pooled Plan Provider Registration Regulations Published
Final regulations from the DOL outlining registration requirements for pooled plan providers of pooled employer plans were published.
DOL Final ESG Guidance Published
The DOL’s final rule on environmental, social, and governance (ESG) investments is published in the Federal Register.
DOL Issues Final PEP Registration Regulations
The EBSA has issued a pre-publication version of final regulations on registration requirements for "pooled plan providers," (PEPs).
Final Rule on Transparency In Healthcare Coverage
Federal agencies jointly issue final rule on transparency in healthcare coverage intended to make healthcare price information accessible for comparison-shopping.
Updated Life Expectancy Tables Published
The IRS has provided updated life expectancy tables.
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