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Weekly Highlights: Retirement Plans
Week ending
September 9, 2022
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► 15 New Job Opportunities
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DOL Schedules Hearing on Proposed Amendment to the QPAM Exemption
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Text of EBSA Information Letter 09-07-2022: Bonding Requirements Applicable to Pooled Employer Plans
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Draft of IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)
Internal Revenue Service [IRS]
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New York State and Local Retirement System Announces Employers' Retirement System Contribution Rates for 2023-2024
Office of the New York State Comptroller
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IRS Disaster Relief Announcement AZ-2022-08, for Victims of Arizona Severe Storms
Internal Revenue Service [IRS]
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DOL Proposed QPAM Amendments May Disrupt Plan Sponsors' Investment Arrangements
Mercer
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401(k)ology: Related Employers
Newfront
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Roth IRA Distribution Ordering Rules
Slott Report
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DOL Updates Guidance on Employee Benefit Plan Auditor Independence
American Retirement Association [ARA]
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Eighth Circuit: Principal Life Insurance Company Did Not Breach ERISA Fiduciary Duties with Its Stable Value Contract for 401(k) Plans
Roberts Disability Law
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Fiduciary Lessons from Recent Litigation
Qualified Plan Advisors
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Senate Finance Leaders Formally Introduce EARN Act
American Retirement Association [ARA]
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Inflation Reduction Act Means Employers Should Review Benefits Plans Now for Compliance
Murphy Austin
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Understanding the 'Five-Year Clock' to Avoid Roth Distribution Penalties
Lord Abbott
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Seventh Circuit Provides Hope for ERISA Plan Sponsors and Fiduciaries Defending Investment Fee and Performance Litigation
Proskauer
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[Opinion]
New 401(k) Lawsuits Go Too Far
Morningstar
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Employee Benefits Jobs |
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