On December 2, 2025, the American Retirement Association submitted a statement for the record to the U.S. House Committee on Education and the Workforce Subcommittee on Health, Education, Labor & Pensions for the hearing “Pension Predators: Stopping Class Action Abuse Against Workers’ Retirement.” (more…)
On September 29, 2025, the American Retirement Association submitted a letter to the DOL regarding Pooled Employer Plans Regulation. (more…)
On September 4, 2025, the American Retirement Association submitted a letter to the DOL regarding guidance on Alternative Investments. (more…)
On June 30, 2025, the American Retirement Association submitted a letter in response to the U.S. Department of the Treasury’s Request for Information related to Executive Order 14247, “Modernizing Payments To and From America’s Bank Account. (more…)
On May 30, 2025, the American Retirement Association submitted a letter in response to Internal Revenue Service Notice 2025-19 (the “Notice”) to provide input on the Retirement Benefits items (and the relative priority of such items) to be included on the 2025-2026 Priority Guidance Plan. (more…)
On March 31, the American Retirement Association submitted a letter in support of the Retirement Fairness for Charities and Educational Institutions Act. This bill would amend federal securities laws to allow 403(b) plans to include Collective Investment Trusts (CITs) in their suite of investment options. This change would ensure that 403(b) participants have access to...
On March 17, the American Retirement Association submitted a letter to the Internal Revenue Service (IRS) recommending the Service provide additional guidance. Specifically, the ARA encouraged the IRS to amend the Proposed Rule to: (1) extend the deadline for post-transaction plan mergers beyond the end of the special transition period under IRC §410(b)(6)(C)(ii) for purposes...
On March 14, the American Retirement Association submitted a letter to the Internal Revenue Service supporting the issuance of guidance on catch-up contributions. Specifically, the ARA supports guidance that would permit an employer that is part of a controlled group or affiliated service group to aggregate compensation across multiple entities for purposes of determining whether...
On December 20, 2024, the American Retirement Association submitted a letter regarding Internal Revenue Service Notice 2024-73 (the “Notice”), which provides additional guidance with respect to long-term, part-time employee (LTPTE) rules, including guidance regarding the application of IRC § 403(b)(12) to LTPTEs under section 403(b) plans.in support of the Retirement Fairness for Charities and Educational...
On December 16, 2024, the American Retirement Association submitted a comment letter on Internal Revenue Service Notice 2024-77 (the “Notice”), which provides guidance with respect to inadvertent benefit overpayments. (more…)
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