News & Events

DOL Issues FAQ Concerning Implementation of New Lifetime Income Disclosure

(July 27, 2021) The Department of Labor (DOL) recently issued a brief FAQ concerning implementation…

IRS Proposes Amending Electronic Filing Requirements for Certain Information Returns

(July 23, 2021) The IRS has issued proposed regulations (REG-102951-16) that would amend rules for…

IRS Makes Significant Updates to EPCRS Correction Program

(July 19, 2021) The IRS Employee Plans Compliance Resolution System (EPCRS) permits any plan sponsor…

Emergency and Retirement Savings Act of 2021 Introduced in Senate

(June 2, 2021) On May 27, 2021, Senators James Lankford (R-OK) and Michael Bennet (D-CO),…

Postponed Deadlines for IRA/HSA Contributions and Other Time-Sensitive Acts For West Virginia Storm Victims

(June 1, 2021) On May 27, 2021, the IRS issued WV-2021-01 to provide affected taxpayers"…

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