Financial Wellness


protected content Events and Notices

Happy Friday! I hope everyone had a great week. A quick update to remind all of you of some important events coming up in the next few weeks and a notice on the revised 402(f) notice… More

protected content New Survey on IRS Determination Letter; PBGC; Financial Wellness Huddle

In 2016, we surveyed members regarding the upcoming closure of the IRS determination letter program for individually designed qualified retirement plans. Recently, the IRS announced in Notice 2018-24 that they would receive comments from the public on recommendations to expand the determination letter program for individually designed plans during 2019 to certain circumstances beyond initial plan qualification and termination… More

protected content Tax Reform Framework

Another step in what will most likely be a long process with tax reform – a new framework has been released by the Administration, in coordination with the House Committee on Ways & Means and the Senate Committee on Finance… More

protected content Mortality Table Update & Fiduciary Rule

Treasury has officially passed the final mortality table update rule to the Office of Management and Budget (OMB) for review. This is the last step in the regulatory review process. But, as requested by ERIC, the rule has been deemed “economically significant” by the Treasury Department… More

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