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185 results found

Article

Kilpatrick Townsend & Stockton LLP | USA | 18 Feb 2020

Changes to Minimum Distribution Rules

The Secure Act is the most significant legislation affecting qualified retirement plans in more than a decade. (See our prior post summarizing key

Article

Spencer Fane LLP | USA | 14 Feb 2020

SECURE ACT - Defined Benefit Plans

As described in our previous articles (Changes and Opportunities for Retirement Plans, Broad Implications for Retirement Plans, and

Article

Wolters Kluwer Legal & Regulatory | USA | 13 Feb 2020

Special Report: Year-End Legislation and Ongoing Tax Reform Implementation Make 2019 Another Stand-Out Year in Tax Policy

Sweeping, bipartisan legislative reforms to retirement security, IRS administration, and the renewal of...

Article

Proskauer Rose LLP | USA | 12 Feb 2020

SECURE Act: Two Key Changes for Defined Benefit Plans

As part of our ongoing series on the SECURE Act, this post discusses two key changes affecting defined benefit plans: (1) the ability to start

Article

Mintz | USA | 10 Feb 2020

The Impact of the SECURE Act on Tax Qualified Retirement Plans

On December 20, President Trump signed into law the “Setting Every Community Up for Retirement Enhancement Act of 2019,” known and referred to

Article

Troutman Sanders LLP | USA | 7 Feb 2020

SECURE ACT Eliminates “Stretch” IRAs and Impacts Beneficiaries in Other Ways

In December 2019, the SECURE Act was passed, which changes how retirement plans can be paid out and taxed after one’s death. This is relevant to

Article

Graydon Head & Ritchey LLP | USA | 6 Feb 2020

UPDATE: Failing to File Form 5500 Just Became More Costly

As discussed in our most recent blog post, the SECURE Act increased the IRS penalties for failure to file Form 5500 by ten times effective December

Article

Stradley Ronon Stevens & Young | USA | 6 Feb 2020

IRS Provides Guidance to Financial Institutions on IRA RMDs

The IRS issued Notice 2020-6, 2020-7 IRB, in which it provided relief for financial institutions that send a statement to an Individual Retirement

Article

Greenberg Traurig LLP | USA | 5 Feb 2020

SECURE Act Accelerates Timing of Required Minimum Distributions to Beneficiaries Under Qualified Plans and IRAs

The Further Consolidated Appropriations Act, 2020, signed into law Dec. 20, 2019, includes a division that is known as the SECURE Act,1 which made

Article

Proskauer Rose LLP | USA | 4 Feb 2020

Wealth Management Update - February 2020

February 2020 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts The February

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