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Recent Amendment Extensions for Qualified Retirement Plans, 403(b) Plans and Individual Retirement Accounts | McDermott Will & Emery

The Internal Revenue Service (IRS) recently issued needed relief to extend some amendment deadlines for non-governmental qualified retirement plans and 403(b) plans, and for individual. ....

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Weekly IRS Roundup August 22 – August 26, 2022 | McDermott Will & Emery

Presented below is our summary of significant Internal Revenue Service (IRS) guidance and relevant tax matters for the week of August 22, 2022 – August 26, 2022. ....

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IRS Notice 2022-23 Extends Retirement Plan Amendment Deadlines | Locke Lord LLP

On August 3, 2022, the Internal Revenue Service issued IRS Notice 2022-33, which extends the deadline for amending certain plans with the applicable requirements of the Setting Every. ....

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Dated Thinking May Be Holding Back Annuities

Rising interest rates and increased market volatility could drive plan sponsors to take a fresh look at incorporating annuities. ....

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Connecting Student Loan Debt, Inflation and Retirement Saving

Workers’ short-term financial worries about student loan debt and job security can derail retirement planning.    ....

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