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.

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

An individual in Ohio was recently indicted by a grand jury on charges that he fraudulently claimed the assets he withdrew from his retirement account would be used to purchase a primary residence and to pay medical expenses.

Experts at a DB Summit discussed the resurgence of cash balance plans and the advantages of variable benefit plans tied to the markets.

SECURE 2.0 offers tax credits to create plans, as well as to join existing PEPs and MEPs.

T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named head of portfolio management at Insight Investment; and more.