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Weekly Highlights: Retirement Plans
Week ending
March 10, 2023
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► 15 New Job Opportunities
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Text of IRS Notice 2023-23: Relief for Reporting Required Minimum Distributions for IRAs for 2023 (PDF)
Internal Revenue Service [IRS]
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IRS Proposed Regs May Simplify Administration of Plan Forfeitures
Holland & Hart LLP
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SECURE 2.0: 403(b) Plan Expansion and Enhancement
McDonald Hopkins
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SECURE 2.0 Provisions Effective in 2024 and Beyond (PDF)
Warner Norcross & Judd LLP
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DOL Finalizes Significant Form 5500 Changes for 2023 Year
Groom Law Group
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Proposed Treasury Regs on Forfeitures Would Require Changes to Tax-Qualified Retirement Plans
Ballard Spahr LLP
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SECURE 2.0 FAQs for Employers
Qualified Plan Advisors [QPA]
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Nerding Out on SECURE 2.0: Long-Term Part-Time Employees, and 403(b) Plans
Ferenczy Benefits Law Center
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SECURE 2.0 Glitches and Unanswered Questions
Slott Report
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Traditional and Roth IRA Changes Under SECURE 2.0
Groom Law Group
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SECURE 2.0 Updates Family Attribution Rules for Aggregation of Businesses
Boutwell Fay LLP
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2023 Compensation Committee Handbook (PDF)
Skadden
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Fifth Circuit Weighs Certification of Giant Class of ERISA Plans
Bloomberg Law
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SECURE 2.0: Some Recordkeepers Are Hitting the Ground Running
Corporate Insight
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Budget Proposal Resurrects 'Build Back Better' Retirement Plan Revenue Raisers
American Retirement Association [ARA]
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2022 ESOP Valuation Expectations and 2023 Transaction Pricing Considerations
The ESOP Association
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