On March 29, the House of Representatives passed the IAA-supported SECURE Act 2.0.
April 01, 2022
Tags: Retirement Savings, Advocacy, Inside the Beltway, Retirement Plans, SECURE Act
DOL Issues FAQs on Lifetime Income Illustrations
The EBS has issued temporary implementing FAQs on the requirement to add lifetime income illustrations to pension benefit statements.
August 02, 2021
Tags: DOL, Retirement Plans, SECURE Act
Regulators Release Advance Copies of Form 5500 Annual Report
The DOL and other regulators have released advance copies of the 2020 Form 5500 annual report that is filed by retirement plans, and related instructions.
December 21, 2020
Tags: DOL, Retirement Plans, SECURE Act
DOL Adopts Registration Requirements for Pooled Plan Providers
The 2019 SECURE Act created a new type of multiple employer retirement plan called a pooled employer plan (PEP).
November 17, 2020
Tags: DOL, ERISA, Retirement Plans, SECURE Act
IRS Updates Life Expectancy Tables Used to Determine Required Minimum Distributions
The IRS has adopted updates to life expectancy tables used to calculate required minimum distributions from retirement plans, IRAs, and annuities.
November 17, 2020
Tags: ERISA, IRAs, IRS, Retirement Plans, SECURE Act, Taxes, Treasury Department
DOL Issues Interim Final Rule Regarding Lifetime Income Illustrations for Plan Participants
The Department of Labor (DOL) has issued an interim final rule with request for comments (IFR) regarding lifetime income illustrations, as required by the SECURE Act.
August 24, 2020
Tags: DOL, ERISA, Retirement Plans, SECURE Act
DOL Proposes Registration Requirements for Pooled Plan Providers
The 2019 SECURE Act, which changed several retirement-related rules, also created a new type of multiple employer retirement plan called a pooled employer plan (PEP).
August 24, 2020
Tags: DOL, Retirement Plans, SECURE Act
DOL Requests Information on PEPs, MEPs
The DOL has published a request for information regarding pooled employer plans (PEPs), which were introduced in the SECURE Act, and multiple employer plans (MEPs).
June 22, 2020
Tags: DOL, SECURE Act
DOL Sends New Fiduciary Rule Proposal, Other Items to OMB
The DOL has sent a proposal entitled “Improving Investment Advice for Workers and Retirees Exemption” to the Office of Management and Budget for review.
June 09, 2020
Tags: DOL, Fiduciary, SECURE Act
IRS Provides Relief for RMD Notifications in Connection with the SECURE Act
The SECURE Act increased the age at which individuals are required to take a required minimum distribution (RMD) from their retirement plan or IRA from 70 ½ to 72.
February 07, 2020
Tags: IRAs, IRS, SECURE Act