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Treasury Announces Retirement Savings Initiatives |
September 17, 2009
Previously published on September 9, 2009
On September 5, 2009, the U.S. Department of the Treasury announced the issuance of several Internal Revenue Service (IRS) rulings and notices and other initiatives intended, as stated in Treasury's press release, "to make it easier for working families to save, particularly for retirement." Although none of the items breaks significant new ground, the various pieces of guidance provide helpful clarifications and updates in several areas.
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The views expressed in this document are solely the views of the author and not Martindale-Hubbell. This document is intended for informational purposes only and is not legal advice or a substitute for consultation with a licensed legal professional in a particular case or circumstance. |
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