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Reporting and Disclosure RFI: On January 23, 2024, the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), the Department of the Treasury, the Internal Revenue Service (IRS), and PBGC jointly published a request for information (RFI) soliciting public input as the federal government reviews the effectiveness of existing reporting and disclosure requirements for retirement plans, as required by Section 319 of SECURE 2.0.
As noted in the RFI, a summary of PBGC’s reporting and disclosure requirements is posted on pbgc.gov. EBSA’s January 19, 2024 News Release provides additional information. (01/23/2024)
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