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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
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
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...
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
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
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
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
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
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
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
