PLANADVISER Weekend Newsdash
Week ending May 10th, 2019

The Treasury Department’s Office of Tax Policy and the IRS publish a Priority Guidance Plan each year to identify and prioritize the tax issues that should be addressed through regulations, revenue rulings, revenue procedures, notices, and other published administrative guidance. The federal agencies are currently accepting comments for the next Priority Guidance Plan, which will be in effect during the period from July 1, 2019, through June 30, 2020. Find more information on the Priority Guidance Plan below, along with coverage of other recent regulatory developments.

Regulatory News
Treasury, IRS Ask for Comments on 2019-2020 Priority Guidance Plan
The 2019-2020 Priority Guidance Plan will identify guidance projects that the agencies intend to actively work on as priorities during the period from July 1, 2019, through June 30, 2020. Read more >
PBGC Submits Updated Proposal for Determining Whether Plans Covered by ERISA
The agency explains that, in limited situations, employers will be able to use the soon-to-be issued coverage forms to request an opinion letter about whether a plan being developed is likely to receive PBGC coverage. Read more >
Upcoming Impactful Regulations in the Retirement Industry
The latest legislation to affect retirement planning in 2019 and beyond.  Read more >
Unlike SEC’s Approach, New Jersey Fiduciary Regs Have Teeth
The state’s former securities chief says recently issued fiduciary regulations have been crafted in the interest of aggressively tamping down on conflicts of interest in the financial services industry. Read more >
IRS Expands Opportunities for Retirement Plan Sponsors to Self-Correct
The IRS Self Correction Program has been expanded to include certain plan document failures and certain loan failures and a way to self-correct via plan amendments. Read more >
Council Finds Noncompliance With ERISA Fidelity Bond Rules
For this reason, the ERISA Advisory Council is recommending that the Department of Labor relaunch the updated rules it published in Field Assistance Bulletin (FAB) 2008-04. Read more >
MOST POPULAR STORIES
Asset Managers Weigh In on DC Plan Investment Trends

They foresee growth in the use of CITs, retirement income products and ESG investments.

Moving From Words to Actions on Diversity, Equity and Inclusion
Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of the past few years have helped supercharge efforts to solve a longstanding problem.
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty securing top talent as the number of transactions mounts.
The 2022 Retirement Legislation Landscape Takes Shape

The SECURE Act became law at the very end of 2019, ushering in major changes for the retirement planning industry, and experts are again asking whether the close of 2021 could bring similar progress.

Succession Planning Marketplace Evolves
While plan advisers often discuss the importance of succession planning with plan participants or wealth management clients, they might need to follow their own advice when evaluating plans for their business.
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