DOL Extends Relief on Compliance with Fiduciary Exemption
Following requests by the IAA and others, the DOL has extended its grace period for compliance with its new Fiduciary Exemption through January 31, 2022 – and says it won’t enforce the specific requirements pertaining to rollovers until June 30, 2022.
October 28, 2021
IAA to DOL: Give Advisers More Time to Comply with Fiduciary Exemption
The IAA has asked the DOL to delay compliance with the DOL Fiduciary Exemption until it has completed additional related regulatory action, or for at least six months from the current December 20, 2021 deadline, to give advisers additional time to update their processes
October 06, 2021
DOL Fiduciary Exemption Confirms Rollover Advice is Investment Advice,Adds Rollover Disclosure Requirement and Self-Correction Provision Post-Inauguration Effective Date Raises Questions About Its Future December 21, 2020 The DOL has...
December 21, 2020
IRS Updates Life Expectancy Tables Used to Determine Required Minimum Distributions
IRS Updates Life Expectancy Tables Used to Determine Required Minimum Distributions November 17, 2020 The IRS has adopted updates to life expectancy tables used to calculate required minimum distributions from...
November 17, 2020
IRS Issues FAQs on CARES Act Retirement Plan, IRA Provisions
IRS Issues FAQs on CARES Act Retirement Plan, IRA Provisions Upcoming Guidance to be Consistent with 2005 Katrina Guidance May 6, 2020 The IRS has issued new FAQs on...
May 06, 2020
IRS Provides Relief for RMD Notifications in Connection with the SECURE Act
IRS Provides Relief for RMD Notifications in Connection with the SECURE Act February 7, 2020 The SECURE Act increased the age at which individuals are required to take a...
February 07, 2020
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