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Lori Meredith Atkin on Muck Rack

Lori Meredith Atkin

As seen in: JD Supra, Lexology
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Articles

Relief Extended from Certain Required Minimum Distribution Requirements for Beneficiaries | JD Supra

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By Lori Meredith Atkin, John D. Martini, Michael A. Romeo
| JD Supra
The IRS on April 16, 2024, released Notice 2024-35, which extends previously issued temporary relief from certain required minimum distribution (RMD) requirements for beneficiaries under qualified defined contribution plans through Dec. 31, 2024.
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Relief Extended from Certain Required Minimum Distribution Requirements for Beneficiaries

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By John D. Martini, Lori Meredith Atkin, Cory Thomas, Michael A. Romeo
| Lexology Verified
The IRS on April 16, 2024, released Notice 2024-35, which extends previously issued temporary relief from certain required minimum distribution (RMD) requirements for beneficiaries under qualified defined contribution plans through Dec. 31, 2024.
Open in Who Shared Issue with article?

IRS Issues Notice 2024-2 Outlining Guidance on SECURE 2.0 Provisions

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By John D. Martini, Michael A. Romeo, Lori Meredith Atkin
| Lexology Verified
The IRS issued Notice 2024-2 (Notice), which provides guidance in a question and answer format concerning certain provisions of the SECURE 2.0 Act of 2022 (SECURE 2.0). The following is a brief overview of key provisions in the Notice, which was issued on Dec. 20, 2023. Automatic Enrollment/Auto-Escalation Mandates SECURE 2.0 mandates that for plan years beginning after Dec.
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