Latest IRA and Pension News

• Helping IRA Owners and Beneficiaries Who Missed Their 2021 RMD
• Guidance - Missed 2021 RMD
• IRS Creates New IRA Withholding Form
• IRS Issues New Guidance for Substantially Equal Periodic Payments in 2022 and Subsequent Years
• Deadline is 4/15/22 for Withdrawing a 2021 Excess Salary Deferral
• Much Additional Work for Everyone if a Rollover or a Transfer is Handled Correctly
• Review 2021 Form 5498
• Inherited IRA Reporting - Form 5498 and FMV Statement
• 2022 Requirement to Reset the Divisor for a Beneficiary Using the Life Distribution Rule
• Guidance to Prepare the 2021 Form 1099-R to Report a Traditional IRA, SIMPLE-IRA or SEP-IRA Distribution
• What a Financial Institution Should Know About PTE 2020-02 and Other DOL Statements About Rollovers
• Paying HDHP Premiums
• New Eligibility Laws for 401(k) Plans for Part-Time Employees
• DOL Issues Guidance on Lifetime Income Illustrations and a Model Supplement to Participant's Benefit Statement

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