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IRS Updates Model 402(f) Notices

October 11, 2018

Plan administrators of qualified plans, 403(a) plans, 403(b) plans, and governmental 457(b) plans are required to provide a written explanation of the eligible rollover distribution rules to participants within a reasonable period of time

House Passes Family Savings Act

October 11, 2018

On September 27, 2018, by a vote of 240-177, with 10 Democrats supporting the bill, the House of Representatives passed the Family Savings Act, H.R. 6757, a package of retirement and savings enhancements and modifications.

DOL Sends Proposed Association Retirement Plan Rule to OMB

October 11, 2018

On September 23, 2018, the Department of Labor’s (DOL’s) Employee Benefits Security Administration sent to the Office of Management and Budget (OMB) for review the proposed rule for “Association Retirement Plans and Other Multiple-Employer Plans.”

IRS Issues Guidance Interpreting Amendments to Code Section 162(m)

September 27, 2018

On August 21, 2018, the Internal Revenue Service (IRS) published Notice 2018-68, which contains guidance on the definition of “covered employee” and the grandfather rules under Internal Revenue Code (Code) section 162(m).

President Trump Issues Executive Order on MEPs, Notices, and RMDs

September 27, 2018

On August 31, 2018, President Trump signed an executive order (EO) that directs the Departments of Labor (DOL) and the Treasury to work on a number of new regulatory matters.