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Weekly Highlights: Retirement Plans
Week ending
October 7, 2022
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► 15 New Job Opportunities
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Text of IRS Proposed Regs: Substantially Higher User Fees Relating to Enrolled Actuaries
Internal Revenue Service [IRS]
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Text of IRS Notice and Request for Comments: Proposed Revision to Annual Return/Report of Employee Benefit Plan and Payment of Pension Plan Excise Taxes
Internal Revenue Service [IRS]
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Text of IRS Publication 1220 Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G, for Tax Year 2022 (PDF)
Internal Revenue Service [IRS]
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IRS Disaster Relief Announcement SC-2022-06, for Victims of Hurricane Ian in South Carolina Statewide
Internal Revenue Service [IRS]
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IRS Disaster Relief Announcement NC-2022-10, for Victims of Hurricane Ian in North Carolina Statewide
Internal Revenue Service [IRS]
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Text of IRS Notice 2022-53: Certain Required Minimum Distributions for 2021 and 2022 (PDF)
Internal Revenue Service [IRS]
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401(k)ology: Excess Deferrals
Newfront
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Withdrawal Liability and the Building and Construction Industry Exception
Jackson Lewis P.C.
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Puerto Rico Adopts Special Distribution Rules for Victims of Hurricane Fiona
McConnell Valdes
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IRS Extends Additional Deadlines for Certain Tax-Qualified Plan Amendments
Sidley Austin LLP
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Retirement Plan Sponsors Have Short 2022 Year-End Amendment List
Mercer
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Retirement Strategies That Run Circles Around a 401(k)
Motley Fool
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Deference Declined: Fiduciary Status for Rollovers Not a Given, and New Developments in Uses of Plan-Related Data Under ERISA
Groom Law Group
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House Passes ERISA Bill to End Arbitration and Require De Novo Review of Benefit Claims
Faegre Drinker
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District Court Holds That TIAA Was Not Acting as a Fiduciary in Soliciting Rollovers
Kantor & Kantor LLC
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Filing Form 5500 Without an Audit Report
Retirement Learning Center, LLC
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House Approves Bill Banning Arbitration Clauses in ERISA Plans
American Retirement Association [ARA]
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House Passes Mental Health Matters Act: What Employers, Insurers, and Administrators -- Even for Retirement Plans -- Need to Know
Morgan Lewis
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Big Players in 401(k) Industry Team Up to Launch 401(k) Rollover Plan Product
CNBC
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Defined Benefit Plans Are Making a Comeback: Here's Why (PDF)
Pentegra
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[Opinion]
Roth IRA and Roth 401(k): The World Would Be a Better Place Without Them
Alicia H. Munnell, via MarketWatch
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