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Weekly Highlights: Retirement Plans
Week ending
November 19, 2021
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► 27 New Job Opportunities
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Text of OPM Notice: Civil Service Retirement System and Federal Employees' Retirement System: Same-Sex Spouses of Deceased Federal Employees or Annuitants Whose Marriages Lasted Less Than Nine Months
U.S. Office of Personnel Management [OPM]
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Test of IRS Notice 2021-63: Temporary 100% Deduction Applies to Meal Portion of 2021 and 2022 Per Diem Rate or Allowance (PDF)
Internal Revenue Service [IRS]
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More California Wildfire Relief from IRS: Deadlines Further Extended to Jan. 3 for Certain Areas
Internal Revenue Service [IRS]
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IRS Announcement: All of Mississippi Now Qualifies for Expanded Hurricane Ida Relief; Deadlines Extended to January 3
Internal Revenue Service [IRS]
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Text of IRS Notice 2021-62: Weighted Average Interest Rates, Yield Curves, and Segment Rates for November 2021 (PDF)
Internal Revenue Service [IRS]
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A Practical Description of the Voluntary Fiduciary Correction Program (PDF)
Fox Rothschild LLP, via LexisNexis Practical Guidance
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Year-End Considerations for Employer-Sponsored Retirement and Health Plans
Troutman Pepper
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DOL's ESG Proposed Rule: A Retirement Committee Perspective
Mintz
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New California Law Shifts Liability for Certain CalPERS Benefit Overpayments to Employers
Hanson Bridgett LLP
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Steps to a Smooth Employee Benefit Plan Audit
Clark Schaefer Hackett
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Form 5500 DOL Investigations
Groom Law Group
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Procedures for Tracking Required Plan Amendment Compliance for Individually Designed Retirement Plans
Foley & Lardner LLP
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2022 Compliance Calendar for Retirement Plans (PDF)
TRI-AD
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Update on Retirement Policy Provisions of the Build Back Better Act
October Three Consulting
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House Retirement Bill Advances, Seeks Scrutiny of Pension Risk Transfers
Mercer
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Significant Retirement Reform Ahead: Key Takeaways from the Anticipated SECURE Act 2.0 of 2021 (PDF)
Davis & Gilbert LLP, via Employee Relations Law Journal
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The IRA Investor Profile: Roth IRA Investors' Activity, 2010–2018 (PDF)
Investment Company Institute [ICI]
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[Opinion]
Excessive Fee Lawsuits Without Excessive Fees: The Case of the $30 Recordkeeping Fee
Euclid Specialty Managers
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