Tax & Accounting Blog Posts by Thomson Reuters | Retirement

IRS Guidance Addresses Qualified Birth or Adoption Distributions, Other Issues Under SECURE Act

Proposed DOL Regulation Sets Guidelines for Fiduciaries on Proxy Voting

IRS Modifies Guidance on Discretionary Amendment Deadline for Pre-Approved Plans

DOL Proposes Pooled Plan Provider Registration Rules and Form

DOL Regulations Implement Lifetime Income Disclosure Requirement in SECURE Act

IRS Proposes Regulations on Extended Rollover Period for Qualified Plan Loan Offset Amounts

IRS Letter Allows Allocation of Contributions Between HRA and Profit-Sharing Plan

Updated Operational Compliance List Reflects SECURE Act and Final Hardship Distribution Regulations

Are We Required to Amend Our 401(k) Plan This Year If We Have Waived 2020 Required Minimum Distributions Due to COVID-19?

DOL Reinstates Pre-2016 Fiduciary Rule and Proposes New Prohibited Transaction Exemption for Investment Advice Fiduciaries