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  • About Us
    • Mission
    • Team
  • Take Action
    • Retirement Fairness for Educators and Nonprofit Worker
  • Resources
    • ARA Advocacy Materials
    • 403(b) CIT Materials
    • The What’s and When’s of SECURE 2.0
    • Comment Letters
    • Diversity Initiatives
    • Secure 2.0 Report
    • Statements to Congress
    • Statements to State Legislatures
  • Support
    • ARA PAC
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ARA and ICI Requesting Proper Implementation of SECURE Act

May 18, 2020

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…)

Request for SECURE Act Guidance from Treasury and IRS

Feb 12, 2020

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…)

Request for SECURE Act Guidance from DOL

Feb 12, 2020

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…)

IRS 2019-2020 Priority Guidance Plan

Jun 7, 2019

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…)

Request IRS for 404(o) Guidance

May 30, 2019

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…)

PSCA Letter to DOL and Treasury for Missing Participant Guidance

Jun 25, 2018

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…)

IRS 2018-2019 Priority Guidance Plan

Jun 15, 2018

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…)

IRS 2017-2018 Priority Guidance Plan

Jun 20, 2017

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…)

IRS 2016-2017 Priority Guidance Plan

Jun 7, 2016

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…)

Mid-Year Changes to Safe Harbor Plans Guidance Recommendations

May 16, 2016

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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Recent Congressional Updates

  • ARA Submits Statement of Support for the Automatic IRA Act of 2025
  • ARA Submits Statement for the Record Calling to Bring Into the Savings Fold Millions of American Workers Who Lack Access to Workplace Retirement Plans
  • ARA Submits Statement of Support for the INVEST Act (H.R. 3383) Sec. 202, Retirement Fairness for Charities and Educational Institutions
  • ARA Submits Statement on Health, Education, Labor & Pensions Hearing “Pension Predators: Stopping Class Action Abuse Against Workers’ Retirement.”
  • ARA Submits Statement for the Record in Support of Strengthening America’s Employer-Sponsored Retirement System

Recent Comment Letters

  • ARA Submits Letter on CC-00349938-26 (RIN 1545-BS14), Guidance on Eligible Investments for Trump Accounts
  • ARA Submits Letter on REG-107855-25, Determination of Target Normal Cost and Funding Target for Single-Employer Defined Benefit Plans
  • ARA Submits Letter on Notice 2026-48, Notice of Intent to Issue Regulations with Respect to Saver’s Match Contributions
  • ARA Submits Letter on Employer Contributions to Trump Accounts and Nondiscrimination Rules for Dependent Care Assistance Programs
  • ARA Submits Letter on Proposed Rule on Penalties for Failure to Provide Certain Notices or Other Material Information

Tagged Topics

84-14 (3) 403(b)plan (7) 403b Plan (7) ACOPA (4) ASEA (3) Bobby Scott (4) CITs (6) Collective Investment Trusts (6) Conflict of Interest Rule (5) COVID-19 (5) Department of Labor (59) Department of Treasury (17) Electronic Delivery (3) Employee Plans Compliance Resolution System (9) ERISA (9) ESG (4) Fiduciary (3) Fiduciary Rule (9) Finance Committee (3) Form 5500 (11) guidance (12) HELP Committee (3) House Education and Labor Committee (11) House Ways and Means Committee (4) Internal Revenue Service (72) James Lankford (3) LTPT (2) Multiple Employer Plans (3) Pension Benefit Guaranty Corporation (4) plan sponsor (3) Pooled Employer Plans (5) Priority Guidance Plan (4) Retirement Parity for Student Loans Act. (2) Richard Neal (4) Ron Wyden (3) Roth catch-up (3) Roth catch-up contribution (5) Safe Harbor (6) SECURE 2.0 (12) SECURE Act (11) Securities and Exchange Commission (7) Senate (6) Spousal consent (3) student loans (4) Virginia Foxx (4)

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