-
Pension-related provisions in the Tax Cut and Jobs ActI
-
IRS guidance on issues regarding certain compensation-based cash balance formulas
-
Latest Cumulative List for pre-approved plans
-
Latest Required Amendments List for individually-designed plans 2018 update of determination letter procedures & user fees
-
Informal IRS guidance on loan limits and installment payment defaults
-
Delay of certain PT exemption conditions re: fiduciary regulations
-
FAQs on transition period under fiduciary-related PT exemptions
-
Guidance on 408(b)(2) during transition period under Best Interest Contract Exemption
-
PBGC missing participant program for DC plans
-
IRS position on failure to make RMDs to missing participants
-
New prototype approval procedures Mortality assumption regulations and approval procedures
-
Automatic approval procedure for certain funding method change
-
New procedure for approval of changes in funding method
-
State-mandated IRA savings programs: Congressional nullification of regs
-
Remedial amendment period for 403(b) plans
-
The latest pension-related court cases from the Supreme Court and the Federal Courts
-
Disaster relief for 2017 hurricanes and wildfires
-
Updated dollar limits for 2018; latest 401(k) testing checklist
-
IRS guidelines on substantiation of hardship withdrawals