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 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…)

On September 17, 2024, the American Retirement Association submitted a letter on the Notice of Proposed Rulemaking regarding required minimum distributions (“RMDs”) published in the Federal Register on July 19, 2024, and referenced above (the “Proposed Regulation”). (more…)