DOL Asks for Comments on Proposed Changes to Form 5500
The agency—which says the revisions are needed to implement provisions of the SECURE Act—has also published a notice of proposed...
Tag: SECURE Act
Post-COVID, Lawmakers Return, in Earnest, to Retirement Readiness
During a SIFMA webinar earlier this week, Congressional leaders and asset management executives discussed SECURE Act 2.0 and other legislation...
House Education and Labor Committee Debates SECURE 2.0
Another House committee has held a hearing on the popular ‘SECURE 2.0’ legislation, setting the stage for a full floor...
IRS Reminds Plan Sponsors of Plan Qualification Requirements
The IRS updates its Operational Compliance List periodically to reflect new legislation and IRS guidance, and it reflects that many...
SECURE Act 2.0 Passed Unanimously by Ways and Means Committee
A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered...
House Committee Expected to Advance ‘SECURE Act 2.0’
Commenting on the expected legislative action, sources agree the stakes remain high when it comes to addressing the U.S. retirement...
QBAD Distribution Limits When One Spouse Doesn’t Participate in a Retirement Plan
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Lifetime Income Illustrations for 403(b) Plans With Annuities
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
RMDs in 2021
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
CARES Act Considerations: CRDs, RMDs, Taxes and More
Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot...
Can Beneficiaries Elect Timing of Payments From Inherited 403(b) Assets?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Plan Sponsors Aren’t Warming Up to Provisions of the SECURE Act
Very few are interested in joining a PEP, and obstacles remain before sponsors will add annuities to their DC plans.
Compliance Duties and Litigation Risks in 2021
Attorneys review what regulations plan sponsors must adhere to and legal decisions to keep in mind for the new year.
The Mechanics of Moving to a PEP
With a lack of regulatory guidance, plan sponsors can rely on certain existing rules to know the steps to take...
Retirement Plan Experts Applaud Raising RMD
They say it will give retirement plan participants a longer window in which to increase their savings, tax deferred.
Congress Urged to Make Retirement Reform a Legislative Priority in 2021
Speakers at a Senate Finance Committee hearing called on legislators to create pathways for employers to support retirement savers with...
IRS Issues Guidance on Auto-Enrollment Cap and Safe Harbor Notice Requirements
The guidance is intended to help employers that sponsor safe harbor plans comply with provisions of the SECURE Act.
IRS Publishes 2020 Required Amendments List
There are no changes in requirements that generally require an amendment, but there are two changes that may require one.
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Principal to Launch PEP, Says More to Come
The firm is targeting its pooled employer plan at startups and companies with up to $10 million in retirement plan...
PEPs Carry Evolving Fiduciary Risks of Their Own
The legal complexities that emerge when a single employer operates a retirement plan for its own staff are already immense;...