Legislative Ledger

Welcome to the Legislative Ledger. TCRS regularly monitors any legislative and administrative guidelines that are under consideration that might impact the retirement planning industry. TCRS tracks the developments so that it may continue to bring awareness and up-to-date information to the small and mid-size business community. Here at the Legislative Ledger you can find the information you need to stay informed and access to comprehensive summaries of the issues at hand.

October 31, 2013
Selected Pension Plan Limitations for 2014

September 4, 2013
Initial Guidance Regarding the Supreme Court’s Decision on the Defense of Marriage Act (“DOMA”)

July 24, 2013
Allowed “Re-set” of Annual §404(a) Participant Fee Disclosure Date

July 1, 2013
Supreme Court's Decision on the Defense of Marriage Act ("DOMA")

January 4, 2013
In-Plan Roth Conversions and the American Taxpayer Relief Act of 2012

The Transamerica Center for Retirement Studies^® ("The Center") is a non-profit corporation and private foundation. The Center is funded by contributions from Transamerica Life Insurance Company and its affiliates and may receive funds from unaffiliated third-parties.

The Center and its representatives cannot give ERISA, tax, investment or legal advice. This material is provided for informational purposes only and should not be construed as ERISA, tax, investment or legal advice. Interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. Although care has been taken in preparing this material and presenting it accurately, The Center disclaims any express or implied warranty as to the accuracy of any material contained herein and any liability with respect to it.