Tax & Accounting Blog Posts by Thomson Reuters | Retirement

Proposed DOL Regulation Responds to Growth of ESG Investments by Prohibiting Subordination of Financial Interests

IRS Offers Temporary Relief for Midyear Contribution Changes Under Safe Harbor Plans

IRS Provides Temporary Relief From Physical Presence Requirement for Certain Electronic Signatures

Final DOL Rule Establishes New Safe Harbor With Two Alternatives for Electronic Delivery of 401(k) and Other Pension Plan ERISA Disclosures

Guidance on CARES Act Distribution and Loan Relief Expected to Resemble Hurricane Katrina Notice

EBSA Issues COVID-19-Related Relief for Retirement Plans

IRS Updates FAQs on COVID-19-Related Deadline Extensions, Adds Items on Loan Offsets and HSAs

COVID-19 Legislation Includes Retirement Plan Distribution, Loan, and Required Minimum Distribution Relief

Extension of Tax Return Filing Due Date Allows More Time to Make 2019 HSA Contributions and Take Some Retirement Plan Actions

IRS Releases Forms for Reporting 2020 Retirement Plan and IRA Distributions and IRA Contributions