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Weekly Highlights: Retirement Plans
Week ending
April 7, 2023
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► 8 New Job Opportunities
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Text of IRS Publication 939: General Rule for Pensions and Annuities (PDF)
Internal Revenue Service [IRS]
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Text of IRS Publication 590-A: Contributions to Individual Retirement Arrangements (IRAs) (PDF)
Internal Revenue Service [IRS]
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SECURE 2.0: New Rules for Correcting Overpayments Add Protection for Plan Fiduciaries
Trucker Huss
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To Roth or Not to Roth
Bricker Graydon
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Employers: Are You Ready for the New LTPT Employee Rules? (PDF)
ASC, via Plan Consultant
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RMD Evolution: SECURE 2.0 Changes
Bricker Graydon
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IRS Employee Plans Examination Process Guide
Internal Revenue Service [IRS]
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What to Love (and Fear) About SECURE 2.0 (PDF)
NAPANET the Magazine
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What Is Your Required Minimum Distribution Age?
ORBA
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The Retirement Saving and Income Handbook (PDF)
Insured Retirement Institute [IRI]
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Northwestern University's Alternative Explanations Not Strong Enough to Defeat ERISA Excessive Fee Claims
Proskauer
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How Plan Sponsors Can Offer Backdoor Roth Conversions
PLANSPONSOR; free registration may be required
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The Key Role of the Quirky 403(b) 'Master Custodial Agreement'
Business of Benefits
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Here's What Retirement Looks Like in America in Six Charts
The Wall Street Journal; subscription may be required
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[Opinion]
Are Roth IRAs Really as Great as They're Cracked Up to Be?
Kiplinger
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Employee Benefits Jobs |
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