403(b)

The institute is asking the Treasury and the Internal Revenue Service for greater clarity in their proposed regulations for the SECURE 2.0 Act of 2022.

The Internal Revenue Service issued its annual notice on the amendments needed for retirement plans for employees of schools, tax-exempt organizations and ministers.

The IRS clarifies certain sections of the SECURE Act.

The IRS announced upward adjustments for 401(k), 403(b)s and other plans.