On October 10, 2023, the American Retirement Association wrote to the Department of Labor and answered questions relating to various provisions of the SECURE 2.0 Act that impact the reporting and disclosure framework of the Employee Retirement Income Security Act (ERISA). (more…)
On July 10, 2023, the American Retirement Association wrote to the Department of Labor on a matter before the ERISA Advisory Council regarding recordkeeping in the electronic age. (more…)
On May 20, 2021, the American Retirement Association wrote to Representative Suzan DelBene (D-WA, 1st) in support of the Financial Factors in Selecting Retirement Plan Investments Act. The bill clarifies ERISA fiduciary obligations so a plan fiduciary may consider ESG factors in the selection of retirement plan investments. (more…)
On May 10, 2021, the American Retirement Association wrote to Senator Tina Smith (D-MN) in support of the Financial Factors in Selecting Retirement Plan Investments Act. The bill clarifies ERISA fiduciary obligations so a plan fiduciary may consider ESG factors in the selection of retirement plan investments. (more…)
On February 3, 2021, the American Retirement Association wrote to the Internal Revenue Service in response to Notice 2020-80 and Revenue Ruling 2020-23 that provided guidance on a distribution of an individual custodial account in-kind for a 403(b) plan participant. The ARA asked IRS to clarify that a 403(b) plan is never treated as a...
The American Retirement Association wrote to the Department of Labor to outline the relief needed from ERISA’s prohibited transaction rules for service providers to Pooled Employer Plans. (more…)
The American Retirement Association wrote to the Department of Labor to provide responses to the Department of Labor’s Request for Information (RFI) on the general disclosure framework under the Employee Retirement Income Security Act of 1974 (ERISA), focusing on design, delivery, and content. (more…)
The American Retirement Association wrote to the Department of Labor requesting that the ERISA Advisory Council examine the Department’s outstanding guidance concerning the extent to which an ERISA-covered retirement plan may pay the costs attendant to a plan sponsor’s decisions about plan design and other features to encourage retirement savings. (more…)
The American Retirement Association wrote to the American Institute of Certified Public Accountants (AICPA) with recommendations to improve the Proposed Statement on Auditing Standards that would modify the auditing standards related to employee benefit plan subject to ERISA. The American Retirement Association recommended to eliminate the new public disclosure requirement, to retain the materiality threshold...
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