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Weekly Highlights: Retirement Plans
Week ending
November 11, 2022
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► 24 New Job Opportunities
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Department of the Treasury 2022-2023 Priority Guidance Plan (PDF)
U.S. Department of the Treasury and Internal Revenue Service [IRS]
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Text of IRS Rev. Proc 2022-40: Rulings and Determination Letters for Individually Designed Qualified and Section 403(b) Plans (PDF)
Internal Revenue Service [IRS]
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Text of PBGC Extension of Comment Period on Proposed Regs: Actuarial Assumptions for Determining an Employer's Withdrawal Liability
Pension Benefit Guaranty Corporation [PBGC]
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Draft Instructions for IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)
Internal Revenue Service [IRS]
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Text of PBGC Comprehensive Premium Filing Instructions for 2023 Plan Years (PDF)
Pension Benefit Guaranty Corporation [PBGC]
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Draft of IRS Publication 575: Pension and Annuity Income, for Use in Preparing 2022 Returns (PDF)
Internal Revenue Service [IRS]
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DOL Proposes to Amend QPAM Exemption (PDF)
Groom Law Group, via The Investment Lawyer
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Update on New Federal Tax Withholding Forms for Pension Benefit Payments
Buck
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A Rollover Recommendation Is a Securities Recommendation
FredReish.com
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403(b) Plans May Apply for IRS Determination Letters Starting Next June
PLANSPONSOR; free registration may be required
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What Kind of Payments Can a Hardship Request Cover When Buying a Home?
PLANSPONSOR; free registration may be required
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State-Facilitated Retirement Savings Programs (PDF)
Prof. David A. Pratt, via Journal of Pension Benefits
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IRS Expands and Modifies Determination Letter and Remedial Amendment Guidance for Individually Designed Retirement Plans
Thomson Reuters / EBIA
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What Information Should Be in a Claims Denial Letter? (PDF)
KLB Benefits Law Group
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Arbitration of ERISA Retirement Plan Disputes (PDF)
The Wagner Law Group via LexisNexis Practical Guidance
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What Is SECURE 2.0 and How Are Employers Reacting
Alight Solutions
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Tracking Down a Lost 401(k)
Charles Schwab
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Withdrawal Liability Actuarial Assumptions: Did PBGC's New Proposed Regs Get It Wrong?
Charles C. Shulman, Esq.
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What Retirement Plan Sponsors Need to Know About SECURE 2.0
T. Rowe Price
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