Tax & Accounting Blog Posts by Thomson Reuters | Retirement

What Is the Current Standard for Determining Whether a Requested Hardship Distribution Is Necessary?

DOL to Investigate 401(k) Plans Offering Cryptocurrency Investments

Proposed Restatement of Required Minimum Distribution Regulations Includes SECURE Act Changes and Other Updates

IRS Proposes Restatement of Required Minimum Distribution Regulations to Incorporate SECURE Act Changes

IRS Issues Form 8915-F for Reporting Qualified Disaster Distributions and Repayments, Provides 2021 Forms for Earlier Disasters

Form 8950 and Instructions Updated for Pre-Submission Conference Requests Under VCP

IRS Issues 2022 Procedures for Letter Rulings, Determination Letters, and Other Guidance

Supplemental Statement Emphasizes Limits of DOL’s 2020 Letter on Private Equity Investments

How Do We Self-Correct a Failure to Enroll a New Employee in Our Automatic 401(k) Contributions?

IRS Announces 2022 Retirement Plan Dollar Limits and Thresholds