The IRS has issued Notice 2020-86, with guidance for implementing provisions of the SECURE Act of 2019.
The IRS has issued final regulations implementing a provision of the 2017 TCJA permitting an extended period to roll over the proceeds of certain retirement plan loans.
This Retirement Spotlight summarizes Rev. Rul. 2020-24 and Rev. Proc. 2020-46 and explains how they interact with other IRS and DOL guidance.
The IRS has requested comments on spousal, annuity rights for in-kind 403(b) distributions of terminating plans.
Final regulations from the DOL outlining registration requirements for pooled plan providers of pooled employer plans were published.
The DOL’s final rule on environmental, social, and governance (ESG) investments is published in the Federal Register.
The EBSA has issued a pre-publication version of final regulations on registration requirements for "pooled plan providers," (PEPs).
The IRS has provided updated life expectancy tables.
The IRS has issued a pre-publication version of final regulations that update life expectancy tables for determining RMDs for tax-qualified retirement savings arrangements.
Proposed legislation would permit tax-free retirement savings distributions of up to $2,500 per year—indexed for inflation—that are used to purchase long-term care insurance.