Market volatility can create uncertainty. Read about three key considerations for managing your retirement plan during turbulent times, providing valuable insights and strategies to maintain your long-term financial goals.

Defined contribution plan

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Florida Hurricane Milton

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 11, 2024, for Florida Hurricane Milton, for the incident period of October 5, 2024 and continuing.

October 14 2024

Industry & Regulatory News

2025 Taxable Wage Base Announced

The Social Security Administration has issued the 2025 adjustments for benefits and certain other limitations that are subject to annual cost-of-living adjustment (COLA) indices.

October 11 2024

Industry & Regulatory News

Employee and Retiree Access to Justice Act Re-proposed

Representative Mark DeSaulnier (D-CA) has introduced HR 9820 – the Employee and Retiree Access to Justice Act.

October 11 2024

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Arizona Watch Fire

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 4, 2024, for Arizona Watch Fire, for the incident period of July 10 – July 17, 2024.

October 07 2024

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Arizona Watch Fire

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 4, 2024, for Arizona Watch Fire, for the incident period of July 10 – July 17, 2024.

October 07 2024

Industry & Regulatory News

IRS Announces Deadline Relief for Wildfire in Washington

The IRS has announced the postponement of certain tax-related deadlines for victims of wildfires in Washington.

October 04 2024

Industry & Regulatory News

IRS Releases 403(b) Long-Term Part-Time Guidance

The IRS has issued Notice 2024-73, providing question-and-answer guidance on long-term, part-time employees in 403(b) plans. Guidance is applicable for plan years beginning after December 31, 2024.

October 03 2024

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Tennessee Tropical Storm Helene

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 2, 2024, for Tennessee tropical storm Helene, for the incident period of September 26, 2024 and continuing.

October 03 2024

Industry & Regulatory News

IRA and Employer Plan Disaster Relief

For years, Congress and the IRS have addressed natural disasters (and others) with largely piecemeal responses. For example, when a major hurricane struck, the President would declare a federal disaster, Congress would grant certain relief, and the IRS would implement the details, such as determining the timing of allowable distributions from retirement plans and extending filing deadlines.

October 03 2024

Industry & Regulatory News

Retirement Plan Disaster Assistance May Be Available for Tropical Storm Helene in Virginia

The Federal Emergency Management Agency (FEMA) issued a Major Disaster Declaration on October 1, 2024, for Virginia Tropical Storm Helene, for the incident period of September 25, 2024 and continuing.

October 02 2024
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