On October 20, 2026, the American Retirement Association filed a comment letter with the Internal Revenue Service urging clearer rules on eligible investments for Trump Accounts under proposed IRC § 530A regulations. The letter asks the IRS and Treasury to exclude securities-lending compensation from the 0.1% fee-and-expense cap, make ESG-related eligibility determinations based on a...

On October 19, 2026, the American Retirement Association submitted a comment letter to the Internal Revenue Service supporting proposed updates to funding rules for single-employer defined benefit plans while urging revisions to improve clarity and administration. It recommended retaining the year-end effective-date rule for certain amendments, treating custodial and trustee fees as investment-related expenses with...

On October 5, 2026, the American Retirement Association filed a comment letter supporting the IRS and Treasury’s efforts to implement Saver’s Match contributions for employer-sponsored retirement plans under SECURE 2.0, while urging an approach that relies on conduit IRAs and established rollover infrastructure. The letter recommends flexible plan rules, a centralized registration and payment portal,...

On September 25, 2026, the American Retirement Association submitted a letter to the Internal Revenue Service regarding the proposed regulations on employer contributions to Trump Accounts under Internal Revenue Code Section 128. The letter provides feedback and recommendations to clarify and improve the operational, compliance, and nondiscrimination aspects of the proposed rules for these employer-sponsored...

On September 21, 2026, the American Retirement Association submitted a letter to the Pension Benefit Guaranty Corporation regarding a proposed rule on penalties for failure to provide certain notices or other material information. (more…)

On June 1, 2026, the American Retirement Association submitted a letter to the Internal Revenue Service regarding Proposed Rule on Fiduciary Duties in Selecting Designated Investment Alternatives. (more…)

On June 1, 2026, ASEA submitted comments to the Actuarial Standards Board on the third exposure draft of a proposed revision of ASOP No. 41, Actuarial Communications. This actuarial standard of practice provides guidance to actuaries when issuing actuarial communications in any form. (more…)

On May 29, 2026, the American Retirement Association submitted a letter to the Internal Revenue Service regarding Recommendations on Items to be Included on the 2026-2027 Priority Guidance Plan. (more…)

On April 25, 2026, the American Retirement Association submitted a letter to the Department of Labor regarding Amendments to Electronic Disclosure Safe Harbors. (more…)