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Weekly Highlights: Retirement Plans
for the week ending
May 28, 2021
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► 32 Jobs This Week
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Portman, Cardin Reintroduce Sweeping Retirement Reform Bill
American Retirement Association [ARA]
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Recommendations for Tracking Part-Time Employees – from an Auditor's Perspective
Bradley J. Bartells, CPA, via LinkedIn
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IRS Updates Operational Compliance List for Retirement Plans Through 2022
Mercer
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District Court Finds Plan Sponsor Not Liable for Plan Account Theft
October Three Consulting
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DOL Provides Practical Guidance on Application of PTE 2020-02 to Rollover Recommendations
Faegre Drinker
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Distribution Options in 2021 for Beneficiaries of Traditional and Roth IRAs (PDF)
Gary S. Lesser and Denise Appleby
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DOL Issues Long-Awaited Cybersecurity Guidance Applicable to Benefit Plans
Morris, Manning & Martin, LLP
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2021 Is Last Opportunity to Override 5-Year Rule and Stretch Distributions for 401(k)s Inherited in 2019
Forbes; subscription may be required
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Senators Cardin and Portman Introduce Broad Bipartisan Retirement Policy Reform Legislation
October Three Consulting
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IRS Issues Revised 2020 Publication 590-B
Ascensus
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DOL Issues Long-Awaited Cybersecurity Guidance for Benefit Plans
Morris, Manning & Martin, LLP
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Planning for Your Retirement: A Checklist
Kiplinger
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GAO Report: EBSA Enforcement Efforts to Protect Participants' Rights in Employer-Sponsored Retirement and Health Benefit Plans
U.S. Government Accountability Office [GAO]
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Industry Working Group Provides Standard Templates for PRT Commitment Agreements for Certain U.S. Pension Risk Transfer Transactions
An industry working group comprising PRT insurers, pension consultants and legal counsel
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Best Practices for Handling Missing Participants
Holland & Hart LLP
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Account Manager
CBIZ
Telecommute / Torrance CA / San Francisco CA / Pleasant Hill CA / Los Angeles CA / Phoenix AZ / Denver CO / Independence OH / Uniontown OH / Akron OH / Philadelphia PA
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