On May 25, 2022, the American Retirement Association wrote to the Internal Revenue Service with comments to improve the proposal that updates the required minimum distribution (RMD) rules. (more…)
On December 14, 2021, the American Retirement Association wrote to the Internal Revenue Service to provide additional comments relating to the Service’s determination letter program (DLP) for individually designed plans (IDPs). (more…)
On October 14, 2021, the American Retirement Association wrote to the Internal Revenue Service in response to Revenue Procedure 2021-30 with recommendations to improve the Employee Plans Compliance Resolution System (EPCRS). (more…)
On October 4, 2021, the American Retirement Association wrote to the Internal Revenue Service to ask for the self-correction of late restatements of pre-approved plan documents under the Employee Plans Compliance Resolution System (EPCRS). (more…)
On May 27, 2021, the American Retirement Association wrote to the Internal Revenue Service to provide input on the Retirement Benefit items to be included on the 2021-2022 Priority Guidance Plan. (more…)
On May 21, 2021, the American Retirement Association wrote to the Internal Revenue Service requesting guidance to clarify that long-term part-time (LTPT) employees who enter a retirement plan before 2024 are not subject to the accelerated vesting rules. (more…)
On April 26, 2021, the American Retirement Association and 6 other organizations wrote to the Department of Treasury and Internal Revenue Service to ask for improvements to the early release drafts of IRS Forms W-4P and W-4R for the 2022 tax year. (more…)
On April 13, 2021, the American Retirement Association wrote to the Internal Revenue Service to request guidance on certain provisions in the American Rescue Plan Act regarding single-employer pension plan funding relief. (more…)
On February 5, 2021, the American Retirement Association wrote to the Internal Revenue Service in response to Notice 2020-86 that provided guidance on the SECURE Act provisions which eliminated certain safe harbor notice requirements and allowed for the retroactive adoption of safe harbor status. (more…)
On November 9, 2020, the American Retirement Association wrote to the Internal Revenue Service in response Revenue Procedure 2019-19 to make future improvements to the Employee Plans Compliance Resolution System (EPCRS). (more…)