Industry & Regulatory News

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Vermont Severe Storms and Flooding

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on October 6, 2023, for Vermont severe storms and flooding, for the incident period of August 3-August 5, 2023.

October 09 2023

Industry & Regulatory News

DOL Issues Advisory Opinion Regarding Investment Management Fees

The Department of Labor (DOL) has responded to fiduciary responsibility questions from Citigroup Inc. (Citi) related to their Racial Equity Asset Manager Program.

October 09 2023

Industry & Regulatory News

IRS Announces Deadline Relief for Seawater Intrusion in Parts of Louisiana

The IRS has announced the postponement of certain tax-related deadlines for victims of seawater intrusion in parts of Louisiana.

October 02 2023

Industry & Regulatory News

IRS Priority Guidance Plan Includes Retirement Items

The IRS has issued its 2023-2024 Priority Guidance Plan, in which it describes guidance projects in the current fiscal year.

October 02 2023

Industry & Regulatory News

IRS Updates Several Model VCP Compliance Forms

In a recent issue of the Employee Plans News, the IRS has announced the update of several forms used to submit Voluntary Correction Program applications to the IRS.

October 02 2023

Industry & Regulatory News

Legislation Expanding HSA Access Clears Committee

The House Ways and Means Committee held a markup of two bills intending to expand access to Health Savings Accounts (HSAs).

September 29 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Tennessee Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 27, 2023, for Tennessee severe storms, for the incident period of August 7, 2023.

September 28 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for California Tropical Storm Hilary

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 27, 2023, for California Tropical Storm Hilary, for the incident period of August 19 – August 21, 2023.

September 28 2023

Industry & Regulatory News

IRS Announces Deadline Relief for Hurricane Lee in Massachusetts

The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.

September 26 2023

Industry & Regulatory News

IRS Announces Deadline Relief for Hurricane Lee in Maine

The IRS has announced the postponement of certain tax-related deadlines for victims of Hurricane Lee.

September 26 2023