The IRS has issued Notice 2023-73, specifying the mortality table used in determining minimum present value under IRC 417(e)(3) and ERISA section 205(g)(3). The table applies for distributions with annuity starting dates that occur during stability periods beginning in the 2024 calendar year.
Regulatory and Legislative
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms and straight-line winds in the Crow Tribe of Montana.
Regulatory and Legislative
The Department of Labor has announced the start of a voluntary information collection to establish and maintain the Retirement Savings Lost and Found database.
Insights and Perspectives
How a Retirement Plan Advisor Can Leverage a TPA to Build Your Business
