PRC Letter to IRS on Notice 2022-27, Physical Presence Requirement for Spousal Consents

PRC Letter to IRS on Notice 2022-27, Physical Presence Requirement for Spousal Consents

12/23/22

The PRC sent a letter to the IRS urging the Service to protect spousal retirement rights by restoring its requirement that a spouse’s surrender of rights to retirement benefits must occur in the physical presence of a notary or plan administrator to ensure that the consent is executed without fraud, coercion, or duress.

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