erisa insights

ERISA Insights – IRS Releases RMD Regulations

The Internal Revenue Service has released final regulations that revise existing regulations applicable to RMDs, eligible rollover distributions, and excess accumulation tax.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

Fiduciary Issues

IRA

IRS

IRS Guidance

ERISA Insights

SECURE Act

SECURE 2.0

IRS Releases Guidance on Certain SECURE 2.0 Penalty Tax Exceptions

The IRS has issued Notice 2024-55, providing guidance on emergency personal expense distributions and domestic abuse victim distributions that are effective after December 31, 2023 under SECURE 2.0.

FuturePlan ERISA Team

SECURE 2.0

Defined Contribution Plan

IRS

ERISA Insights

DOL Releases Interim Final Rule for Abandoned Plans

The Department of Labor has issued a regulatory package that includes an interim final rule that amends the regulations for abandoned plans that were initially created in 2006.

FuturePlan ERISA Team

Defined Benefit Plan

Defined Contribution Plan

DOL

ERISA Insights

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