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Retirement Plan › Bipartisan Budget

Kramer Levin Naftalis & Frankel LLP

Hardship Distributions – IRS Clarifies Bipartisan Budget Act of 2018

Kramer Levin Naftalis & Frankel LLP on

The Bipartisan Budget Act of 2018 (BBA) made several changes with respect to Section 401(k) and 403(b) plans. The IRS recently issued a proposed amendment to the hardship distribution regulations to reflect the changes that...more

Troutman Pepper

Proposed IRS Regulations for Hardship Distributions Offer Welcome Guidance

Troutman Pepper on

Included in the February 2018 Bipartisan Budget Act were important changes to the hardship withdrawal rules for defined contribution plans (401(k) and 403(b) plans) and a directive ordering the Treasury Department to modify...more

Chambliss, Bahner & Stophel, P.C.

New Federal Budget Ends Two Spousal Social Security Claiming Strategies

Chambliss, Bahner & Stophel, P.C. on

The federal budget agreement that President Obama signed into law November 2, 2015, spells the end to two Social Security strategies that some spouses have used to maximize benefits. The strategies were worth tens of...more

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