News Archive

President Trump on March 27 signed into law the sweeping $2 trillion stimulus bill that includes retirement relief provisions supported by the American Retirement Association. It wasn’t easy – or at least not as easy as it might have been – but the House of Representatives on March 27 approved the... READ MORE

The IRS Office of Tax Exempt and Government Entities has outlined its priorities for fiscal year (FY) 2020.  “In FY 2019, we implemented and provided additional guidance on TE/GE-related provisions of the Tax Cuts and Jobs Act, and in FY20 we’ll continue to look for ways to help taxpayers and... READ MORE

With concerns about the impact of the coronavirus and its impact on retirement plans increasing, we expect to shortly have legislation providing some much-needed relief. The American Retirement Association has been actively advocating for relief for plan sponsors and participants impacted by the... READ MORE

Under the Department of Labor’s 2012 final rule to improve transparency of fees and expenses to workers in 401(k)-type retirement plans, there are three categories of plan-related information that must be disclosed. These forms of information must be given to participants on or before the date they... READ MORE

It’s not over yet, but after six days of intense negotiations, about midnight on March 25, the Senate unanimously approved a sweeping $2 trillion stimulus bill, including retirement relief provisions supported by the American Retirement Association.  The Coronavirus, Aid, Relief and Economic... READ MORE

The IRS on March 24 updated its website to indicate that it has extended until July 15, 2020 the deadlines for making contributions to workplace-based retirement plans, IRAs and health savings accounts for 2019.  These extensions are in accordance with IRS Notice 2020-18, which extended the... READ MORE

The American Retirement Association is calling on the Treasury Department to provide funding relief for DC plans to help employers facing significant financial burdens relating to the Coronavirus.  In a March 24 follow-up letter, the ARA notes that it is continuing to receive many questions about... READ MORE

Tech Talk addresses staying in compliance with nondiscrimination rules when setting up a 403(b) plan for a small 501(c)3 organization. READ MORE

The Oregon Retirement Savings Board is proposing that a temporary extension of two deadlines related to OregonSaves be made permanent. In October 2019, the board, which administers the state-run plan that offers a way to save for retirement for employees whose employers do not offer a retirement... READ MORE