setting-every-community-up-for-the-secure-act Blog Related Topics 
ThomsonReuters
JANUARY 6, 2022
The final changes reflect provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act (see our Checkpoint article ) that are first effective for 2021 plan years and relate to filings by multiple employer plans (MEPs). News Release. Pooled Employer Plans.
ThomsonReuters
MAY 26, 2022
The revisions finalize some of the changes proposed by the agencies in September 2021 (see our Checkpoint article ) to reflect Code and ERISA amendments made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act (see our Checkpoint article ). Available at [link].
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ThomsonReuters
JANUARY 5, 2023
Consolidated Appropriations Act, 2023, Pub. Congress has passed, and the President has signed, the Consolidated Appropriations Act, 2023 (CAA, 2023), containing provisions that affect both retirement and group health plans. Retirement plan provisions are set forth in a portion of CAA, 2023 known as the SECURE 2.0
Audit Board
JUNE 15, 2023
There’s ISO , the International Organization for Standardization; the AICPA (now AICPA-CIMA), the American Institute of CPAs and the Chartered Institute of Management Accountants; CISA , the Cybersecurity and Infrastructure Security Agency; and NIST , the National Institute of Standards and Technology.
Appraisers Blog
JULY 27, 2023
Specifically the amc industry and partner lenders sent big deal lobbyists to persuade not to select the HUD 1 version which specifically included an amc billing line as it’s own unique line item, set apart from the appraisers compensation fee in a clearly separate disclosure line.
ThomsonReuters
SEPTEMBER 16, 2021
15, 2021); Fact Sheet: SECURE Act and Related Revisions to Employee Benefit Plan Annual Reporting on the Form 5500 (Sept. The changes primarily reflect amendments to the Code and ERISA made by the Setting Every Community Up for Retirement Enhancement (SECURE) Act (see our Checkpoint article ).
Audit Board
AUGUST 31, 2023
This is the daily conundrum faced by countless internal auditors, risk and compliance managers, board members, C-suite executives, and other professionals whose job descriptions have recently grown to include ESG — a domain where guidance and regulations evolve so rapidly that it’s hard for anyone to keep up. We’re here to help.
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