Industry & Regulatory News
Rep. Sean Maloney (D-NY) has introduced H.R. 7645, legislation that would extend the time period for taxpayers to withdraw coronavirus-related distributions (CRDs) from retirement savings…
Industry & Regulatory News
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Industry & Regulatory News
Few aspects of retirement plan governance have been as controversial as regulating investment advice. Exactly what obligation—if any—does an investment professional have to provide impartial,…
News Releases
Retirement Third-Party Administrator Certified for Adherence to Retirement Industry Best Practices for Seventh Consecutive Year Woodcliff Lake, NJ—Intac Actuarial Services, Inc., part of FuturePlan by…
News Releases
Leader in 529 Plan Administration Manages Rapid Account Growth While Maintaining Commitment to Providing Top Technology and Service to Partners and Savers Dresher, PA—Ascensus—whose technology…
Industry & Regulatory News
Today’s Federal Register contains the Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) proposed guidance announced by the agency on June 29, 2020, entitled…
Industry & Regulatory News
On Tuesday, the United States Senate passed by unanimous consent a bill to extend from June 30, 2020, to August 8, 2020, the deadline for…
Industry & Regulatory News
The IRS has issued Notice 2020-52, guidance that provides sponsors of 401(k) and 403(b) safe harbor plans limited relief from certain otherwise-applicable requirements for mid-year…
Industry & Regulatory News
The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) has released a guidance package entitled Improving Investment Advice for Workers and Retirees Exemption. The…
Industry & Regulatory News
In issuing Notice 2020-51 on June 23, 2020, the IRS provided much-needed additional guidance—and some welcome relief—pertaining to the 2020 suspension of required minimum distributions…