The American Retirement Association and Investment Company Institute wrote to the Department of Treasury regarding the in-kind distribution of custodial accounts upon termination of a 403(b) plan to request guidance that properly implements Section 110 of the SECURE Act. (more…)
The American Retirement Association wrote to the Department of Treasury and the Internal Revenue Service to request guidance on certain issues related to the enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. (more…)
The American Retirement Association wrote to the Department of Labor to request guidance on certain issues related to the enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. (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…)
The Plan Sponsor Council of America, part of the American Retirement Association, wrote to both the Departments of Labor and Treasury with recommendations for guidance with respect to ERISA and Internal Revenue Code compliance issues that arise when there is a missing or nonresponsive retirement plan participant. (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 2018-2019 Priority Guidance Plan in response to IRS Notice 2018-43. (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 2017-2018 Priority Guidance Plan in response to IRS Notice 2017-28. (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 2016-2017 Priority Guidance Plan in response to IRS Notice 2016-26. (more…)
The American Retirement Association wrote to the Internal Revenue Service with nine specific recommendations on the additional guidance needed for mid-year changes to safe harbor 401(k) and 403(b) plans in response to IRS Notice 2016-16. (more…)
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