IRA

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Montana Flooding

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on October 11, 2023, for Montana flooding for the incident period of June 1 – June 8, 2023.

October 12 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

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

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Missouri Severe Storms

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 21, 2023, for Missouri severe storms, straight-line winds, tornadoes, and flooding, for the incident period of July 29 – August 14, 2023.

September 22 2023

Industry & Regulatory News

Several Bills Amending ERISA Advance out of House Committee

The House Education and Workforce Committee held a mark-up of several proposals, including four bills (previously announced), which would amend ERISA related to proxy voting, fiduciary duties, and notice requirements for brokerage windows.

September 15 2023

Industry & Regulatory News

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

The Federal Emergency Management Agency (FEMA) issued a disaster declaration on September 14, 2023, for New Hampshire severe storms and flooding, for the incident period of July 9, 2023 – July 17, 2023.

September 15 2023