IRA

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Illinois

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 15, 2023, for Illinois severe storms and flooding, for the incident period of June 29, 2023 – July 2, 2023.

August 17 2023

Industry & Regulatory News

IRS Announces Deadline Relief for Illinois

The IRS has announced the postponement of certain tax-related deadlines for victims of Illinois severe storms and flooding.

August 17 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for New Jersey

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 11, 2023, for New Jersey severe storm and flooding, for the incident period of July 14, 2023 – July 15, 2023.

August 14 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Montana

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023, for Montana flooding, for the incident period of April 10, 2023 – April 26, 2023.

August 14 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Mississippi

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 12, 2023, for Mississippi severe storms, straight-line winds, and tornadoes, for the incident period of June 14, 2023 – June 19, 2023.

August 14 2023

Industry & Regulatory News

IRS Issues Yield Cures and Segment Rates for DB Plan Calculations

The IRS has issued Notice 2023-61, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

August 14 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Hawaii Wildfires

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on August 10, 2023, for Hawaii Wildfires, for the incident period beginning August 8, 2023, and continuing.

August 11 2023

Industry & Regulatory News

IRS Issues Yield Curves and Segment Rates for DB Plan Calculations

The IRS has issued Notice 2023-53, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.

July 27 2023

Industry & Regulatory News

SEC Proposes Requirements for Use of Data Analytics

The Securities and Exchange Commission has released a proposed rule that would require broker-dealers and investment advisers to take certain steps to address conflicts of interest associated with use of predictive data analytics.

July 27 2023

Industry & Regulatory News

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

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on July 22, 2023, for severe storms and flooding in New York, for the incident period of July 9, 2023 – July 10, 2023.

July 24 2023