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Weekly Highlights: Retirement Plans
Week ending
February 10, 2023
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► 16 New Job Opportunities
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Text of IRS Operational Compliance List, for Provisions Effective in 2022
Internal Revenue Service [IRS]
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Text of IRS Ann. 2023-6: Third Six-Year Remedial Amendment Cycle for Pre-Approved Defined Benefit Plans: Issuance of Opinion Letters, Plan Adoption Deadline, and Opening of Determination Letter Program (PDF)
Internal Revenue Service [IRS]
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SECURE 2.0: DB Plans, Simple, IRA, 403(b)/457 Plans (PDF)
Retirement Management Services, LLC
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What Plan Administrators Need to Know Now About SECURE 2.0 (PDF)
KLB Benefits Law Group
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SECURE 2.0: Now It's Easier Than Ever to Clean Up Those Nasty Little Messes
Jackson Lewis P.C.
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SECURE 2.0 Creates New Opportunity to Use Surplus Pension Assets for Retiree Welfare Benefits
Groom Law Group
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SECURE 2.0: Emergencies, Hardships and Disasters
Jackson Lewis P.C.
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SECURE 2.0 Expansion of Self-Correction Program and Plan Loan Error Corrections
Faegre Drinker
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Plan Fee Litigation: The Tide May Be Turning in Favor of Plan Fiduciaries (PDF)
Davis & Gilbert LLP, via Employee Relations Law Journal
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Roth IRA Conversions Explained
MassMutual
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[Opinion]
American Benefits Council Letter to EBSA: Immediate Guidance Needs Under SECURE 2.0
American Benefits Council
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[Opinion]
American Benefits Council Letter to Treasury Immediate Guidance Needs Under SECURE 2.0
American Benefits Council
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