Based in the Washington, D.C. area, the American Retirement Association is a non-profit professional organization with two major goals: to educate all retirement plan and benefits professionals, and to create a framework of policy that gives every working American the ability to have a comfortable retirement.
Resources
On December 5, 2022, the American Retirement Association wrote to the Internal Revenue Service in support of the Service’s intent to allow electronic submission of Form 5558 and to provide input in developing the filing process. (more…)
On November 30, 2022, the American Retirement Association and 17 other organizations wrote to the Internal Revenue Service to request the temporary relief from the physical presence requirement for spousal consent in Notice 2020-42 and extended by Notices 2021-03, 2021-40 and 2022-07, be made permanent or at minimum be extended for an additional year. (more…)
On November 17, 2022, the American Retirement Association, along with 60 other stakeholder organizations, wrote to the Democratic and Republican Congressional Leadership urging quick enactment of the compilation of retirement provisions known as SECURE 2.0. (more…)