Tax-Related Deadline Relief for Puerto Rico Storm Victims
The IRS has provided tax-related deadline relief for victims of the September 13, 2020 storm on the island of Puerto Rico.
PBGC Seeks Information on Roth Data and Foreign-Source Income
The PBGC has requested from the OMB permission to continue collecting information on retirement plan missing participant accounts.
DOL Releases Final Rule for Pooled Plan Provider Registration
The DOL has issued final regulations on registering as a pooled plan provider (PPP), which is one of the initial steps that such providers must take before offering PEPs.
Provisions for 401(k)/403(b) Safe Harbor SECURE Act
The IRS has issued Notice 2020-86, with guidance for implementing provisions of the SECURE Act of 2019.
Final Regulations for Offset Retirement Plan Loan Rollovers
The IRS has issued final regulations implementing a provision of the 2017 TCJA permitting an extended period to roll over the proceeds of certain retirement plan loans.
ACA Insurance Exchanges and State Innovation Waivers
Jointly issued proposed regulations to permit states to leave a state-sponsored insurance exchange, and permit private agents and brokers to conduct enrollments beginning in 2023.
PBGC Publishes Age Table for 2021 Valuations in DB Plans
The PBGC final regulations with an updated age table for determining benefits in single-employer DB pension plans undergoing distress or involuntary termination are available.
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.
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