Description
Topics to discuss:
Current Department of Labor Developments
• Status of the new DOL Fiduciary Rule
• Secure Act 1.0 implementation
• Status of Secure Act 2.0
• Lifetime income illustrations, and more
Current Federal Income Tax Developments
• SECURE Act changes and forthcoming regulations
• Withholding and reporting in escheatment cases
• Proposed withholding and reporting changes for designated distributions
• Legislative developments