Defined contribution plan

Industry & Regulatory News

Proposal Directing SEC to Allow Electronic Delivery Advances Out of Committee

A bill introduced by Congressman Bill Huizenga (R-MI), has been passed out of the House Financial Services Committee.

April 28 2023

Industry & Regulatory News

Bill Proposed in House to Allow CITs in 403(b) Plans

Congressman Patrick McHenry (R-NC), Chairman of the House Financial Services Committee has introduced H.R. 2799, the Expanding Access to Capital Act.

April 27 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Oklahoma Severe Storms, Straight-line Winds, and Tornadoes

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 24, 2023, for Oklahoma severe storms, straight-line winds, and tornadoes, for the incident period of April 19, 2023 – April 20, 2023.

April 25 2023

Industry & Regulatory News

IRS Announces Deadline Relief for Oklahoma Severe Storms, Straight-line Winds, and Tornadoes

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornadoes in Oklahoma. The tax relief postpones various tax filing deadlines that began on April 19, 2023. Affected individuals and households who reside or have a business in McClain and Pottawatomie counties, as well as taxpayers with records located in the covered area that are needed to meet covered deadlines, qualify for relief.

April 25 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Texas Severe Winter Storm

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 21, 2023, for a severe winter storm in Texas, for the incident period of January 30, 2023 – February 2, 2023.

April 24 2023

Industry & Regulatory News

IRS Announces Cycle 4 Pre-approved Plan Submission Period

The April 20, 2023, publication of Employee Plans News provides details for plan document restatement deadlines.

April 21 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Indiana Severe Storms, Straight-line Winds, and Tornadoes

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 15, 2023, for severe storms, straight-line winds, and tornadoes in Indiana, for the incident period of March 31, 2023, – April 1, 2023.

April 17 2023

Industry & Regulatory News

IRS Announces Deadline Relief for Tennessee Victims of Severe Storms, Straight-line Winds, and Tornadoes

The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, straight-line winds, and tornadoes in Tennessee.

April 11 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Kentucky Severe Storms, Straight-line Winds, Tornadoes, Flooding, Landslides, and Mudslides

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 10, 2023, for Kentucky severe storms, straight-line winds, tornadoes, flooding, landslides, and mudslides, for the incident period of March 3, 2023 – March 4, 2023.

April 11 2023

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Tennessee Severe Storms, Straight-line Winds, and Tornadoes

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on April 7, 2023, for severe storms, straight-line winds, and tornadoes in Tennessee, for the incident period of March 31, 2023 – April 1, 2023.

April 11 2023