In the News
A recent CNBC article addresses how ABLE accounts have changed the lives of many people living with disabilities. Before ABLE, federal assistance programs didn’t allow these individuals to…
Industry & Regulatory News
The House Rules Committee has released text of the Consolidated Appropriations Act, 2020, whose provisions are to fund government operations for the coming fiscal year….
Industry & Regulatory News
The IRS has issued Revenue Procedure 2020-09, guidance that extends the deadline for pre-approved retirement plans to amend for final IRS hardship regulations published in…
Industry & Regulatory News
The Securities and Exchange Commission (SEC) has published in today’s Federal Register proposed amendments to rules that prohibit certain investment adviser advertisements and payments to…
Industry & Regulatory News
Today’s Federal Register contains the official publication of a Pension Benefit Guaranty Corporation (PBGC) retirement age table for use by single-employer defined benefit pension plans…
Industry & Regulatory News
Sen. Rand Paul (R-KY) has introduced legislation that would permit tax-free, penalty-free withdrawals from IRAs and employer-sponsored retirement plans for qualified education expenses or student…
Industry & Regulatory News
A group of health care associations and providers has filed suit in U.S. District Court for the District of Columbia to block Trump administration-backed guidance…
Industry & Regulatory News
The IRS has issued Notice 2019-64, the 2019 Required Amendments List for drafting individually designed retirement plan documents for plans intended to be qualified under…
Industry & Regulatory News
The IRS has issued Notice 2019-63, granting a 30-day extension to file information returns (forms) that report required information on compliance with certain requirements of…
Industry & Regulatory News
Today’s Federal Register contains an IRS solicitation of public comments on the agency’s request for continued authority to collect information on use of the Form…