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Category Archives: Retirement & Compensation

RISE & SHINE Act Letter of Support and PTE Process Comment Letter

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Alert: Senators Murray and Burr Release Discussion Draft of Retirement Legislation

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Update on DOL’s Brokerage Window/Cryptocurrency Guidance; Emergency Savings Act Introduced; Feedback Request on IRS Priority Guidance Plan; Cloture Invoked on Gomez Nomination

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IRS Relief from Physical Presence Requirement; ERIC Response to DOL Request for Information; Feedback Requests on PTE Proposed Rule and IRS Priority Guidance Plan

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ERIC Plans Response to RFI on Climate-related Financial Risks; Financial Freedom Act Introduced

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Spring 2022 Virtual Policy Conference Wrap Up; Feedback Requested on 2022-2023 IRS Priority Guidance Plan; IRS Proposed Rule on Mortality Tables

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Joint Trades Letter to the Department of Labor on Cryptocurrency

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House Education and Labor Committee Markup; Feedback Requests Regarding 401(h) Overfunding and Plan Education Regarding Social Security

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House Passes the Securing a Strong Retirement Act; ERIC Submits Comments for Senate HELP Hearing & GAO Asked to Examine Spousal Consent

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House Legislative Activity; Senate HELP Hearing & DOL’s Proposed Rule Amending the Application Process for PTE

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