Congress Approves Additional COVID Relief
Agreement reached on a new round of economic relief for victims of the COVID-19 pandemic.
IRS Announces Deadline Relief for Alabama Hurricane Zeta Victims
The IRS announced the postponement of certain tax-related deadlines for Alabama victims of Hurricane Zeta.
Terminating Custodial 403(b) Plans Get Distribution Relief
The IRS has issued Revenue Ruling 2020-23 to address how employers may terminate 403(b) plans that contain custodial accounts.
DOL Issues Investment Advice Fiduciary Class Exemption
The EBSA has issued the long-awaited Prohibited Transaction Exemption providing guidance to investment advisors who counsel retirement and other investors.
Proposed Changes to HIPAA Privacy Rule Announced
The Office of Civil Rights has announced proposed changes to the HIPAA Privacy Rule.
IRS Posts Updated DB Plan Yield Curves and Segment Rates
The IRS has posted Notice 2020-87, guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
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.
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