On July 19, 2023, the American Retirement Association and 49 other organizations wrote to the Internal Revenue Service and the Treasury Department to ask them to grant transition relief for two years from the Roth catch-up contribution requirements under Section 603 of the SECURE 2.0 Act. (more…)
On June 9, 2023, the American Retirement Association wrote to the Internal Revenue Service to recommend action on certain Retirement Benefit items listed on the 2023-2024 Priority Guidance Plan. (more…)
On May 30,2023, the American Retirement Association wrote to the Internal Revenue Service to comment on the Notice of Proposed Rulemaking (NPRM) regarding the use of forfeitures in qualified retirement plans. (more…)
On April 20, 2023, the American Retirement Association wrote to the Internal Revenue Service to suggest improved procedures relating to pre-approved plans, particularly with respect to the deadline for interim amendments. (more…)
On March 10, 2023, the American Retirement Association and 18 other organizations wrote to the Internal Revenue Service in support of the new rules that provide for remote witnessing of spousal consent by a plan representative or notary. (more…)
On December 19, 2022, the American Society of Enrolled Actuaries (ASEA), part of the American Retirement Association, wrote to the Internal Revenue Service to take issue with the Service’s user fees to be a member of the Joint Board of Enrolled Actuaries (JBEA). (more…)
On December 5, 2022, the American Retirement Association wrote to the Internal Revenue Service in support of the Service’s intent to allow electronic submission of Form 5558 and to provide input in developing the filing process. (more…)
On November 30, 2022, the American Retirement Association and 17 other organizations wrote to the Internal Revenue Service to request the temporary relief from the physical presence requirement for spousal consent in Notice 2020-42 and extended by Notices 2021-03, 2021-40 and 2022-07, be made permanent or at minimum be extended for an additional year. (more…)
On June 3, 2022, the American Retirement Association wrote to the Internal Revenue Service to provide input on the Retirement Benefit items to be included on the 2022-2023 Priority Guidance Plan. (more…)
On May 27, 2022, the American Retirement Association wrote to the Internal Revenue Service with comments to improve the new proposal to update the unified plan rule for multiple employer plans (MEPs). (more…)
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