RESA Introduced in the Senate

This afternoon, Chairman Grassley (R-IA) and Ranking Member Wyden (D-OR) introduced the Retirement Enhancement and Savings Act in the Senate

U.S. Treasury Reverses Intent to Rule on Retiree Lump-Sum Windows

Today, the U.S. Department of the Treasury and the Internal Revenue Service released Notice 2019-18 stating that the agencies no longer intend to provide guidance stating that the inclusion of retirees in lump-sum window programs violates the Internal Revenue Code