Our Issues

Retirement : Miscellaneous/Retirement Plan Administration

This section addresses miscellaneous and routine retirement plan administrative matters.

Legislative   |   Regulatory   |   Judicial   |   Webinars   |   News Releases

LEGISLATIVE


Source Documents

Letter to SEC on PDA Rule
Wednesday, February 28, 2024
Bill
Automatic IRA Act of 2024
Wednesday, February 7, 2024
Bill
Technical corrections draft
Thursday, January 25, 2024
( 116 ) More

Council Materials

( 100 ) More

Back to top

REGULATORY


Source Documents

Regulation/Guidance
IRS private letter ruling 202434006
Tuesday, August 27, 2024
Regulation/Guidance
Final Required Minimum Distribution Regulations
Friday, July 19, 2024
( 343 ) More

Council Materials

Council Summary
Cost-of-Living Adjustments for 2025 Tax Year
Monday, November 4, 2024
( 280 ) More

Back to top

JUDICIAL


Source Documents

Legal Decision
Schoen v. ATI, Inc. - Complaint
Wednesday, September 11, 2024
Legal Decision
American Council of Life Insurers v. DOL
Tuesday, July 30, 2024
( 43 ) More

Council Materials

Webinar Document
Benefits Briefing Webinar Presentation: 2024 Fall Washington Update
Wednesday, September 4, 2024 doc is secured, login to view or you may not have permissions under current account
( 43 ) More

Back to top

WEBINARS / NEWS RELEASES


WEBINARS

( 44 ) More

NEWS RELEASES

( 23 ) More