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IRS Explains Deadlines for Required, Discretionary Plan Amendments
Due dates for certain plan document amendments related to the SECURE and SECURE 2.0 Acts are extended beyond year-end 2026.
IRS Proposes Simpler Process for Retirement Rollovers
New guidance would encourage electronic transfers and standardized forms for moving retirement savings between plans.
IRS Proposes Rules for Employer Contributions to Trump Accounts
Treasury plan would allow up to $2,500 in tax-free employer contributions while setting nondiscrimination, reporting and salary-reduction requirements for workplace...

