On November 7, 2019, the American Retirement Association wrote to the Department of Labor to request clarification of current guidance on plan expenses. Specifically, the American Retirement Association requests an Advisory Opinion from the Department to permit the use of plan assets to pay for certain limited service provider interactions involving plan design and participant...
The American Retirement Association wrote to the Department of Labor about the appropriate reporting of transfers of funds between 403(b) plans on Schedules H and I to the Form 5500. (more…)
The American Retirement Association wrote to the Internal Revenue Service in response to IRS Notice 2018-95 to ask for further clarifications with respect to the Once-In Always-In (OIAI) rule. (more…)
The American Retirement Association wrote to the Department of Labor to answer the Request for Information on whether the Department should further amend their regulations to facilitate the sponsorship of open multiple employer plans. (more…)
The American Retirement Association and certain individual retirement industry firms wrote to the Internal Revenue Service to request a meeting on an urgent matter relating to the final hardship distribution rules asking for an extension for the interim amendment deadline for providers of prototypes and/or mass volume submitter retirement plans. (more…)
In this update you will find a concise report highlighting the issues our government affairs team is working on in four key areas: legislation, regulation, research, and events. Legislation Setting Every Community Up for Retirement Enhancement (SECURE) Act (H.R. 1994) – The House of Representatives passed the SECURE Act on May 23, 2019, by an...
The American Retirement Association wrote to the Internal Revenue Service on their proposal to provide an exception to the unified plan rule (or one bad apple rule) for defined contribution multiple employer plans (MEPs) to recommend a more expansive process to cover additional situations as well as specific recommendations on the procedures contained in the...
The American Retirement Association responded to the Pension Benefit Guaranty Corporation’s request for comments on proposed regulations that make miscellaneous technical corrections, clarifications, and improvements to its rules on Reportable Events and Certain Other Notification Requirements, Annual Financial and Actuarial Information Reporting, Termination of Single-Employer Plans, and Premium Rates. (more…)
The American Retirement Association wrote to the Internal Revenue Service to recommend an order of priority for Retirement Benefit items to be included on the 2019-2020 Priority Guidance Plan in response to IRS Notice 2019-30. (more…)
The American Retirement Association wrote to request that the Internal Revenue Service issue guidance regarding the calculation of the deduction limit for a single-employer defined benefit plan under Section 404(o) of the Internal Revenue Code. (more…)
Copyright © 2026 · American Retirement Association (ARA) · All rights reserved.
Privacy Policy | Terms of Use
Press Enter to searchEsc to close