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Weekly Highlights: Retirement Plans
Week ending
April 21, 2023
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► 17 New Job Opportunities
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Third Phase of Form 5500 Changes Released
Ascensus
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Code Section 457(f) Conundrum: How to Handle Past Year Mistakes (From Vesting) (PDF)
The Wagner Law Group, via LexisNexis Practical Guidance
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RMD Changes Effective in 2023 and 2024
Holland & Hart LLP
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New Form 5500 Rules Permit More Plans to Qualify for Audit Exemption
Polsinelli PC
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SECURE 2.0 Changes to Retirement Plan Corrections
Frost Brown Todd LLC
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SECURE 2.0: Student Loans and 401(k) Plan Matching Contributions
Foley & Lardner LLP
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Top Takeaways from SECURE Act 2.0
Sequoia
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Compensation Clawbacks: The Impact on 401(k) Plans
Newfront
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IRS Details Determination Letters Sent in FY 2022
American Retirement Association [ARA]
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SECURE 2.0: Guidance Needed
October Three Consulting
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Cautions for Plan Fiduciaries and Service Providers: Cybertheft, Fraud, and Potential Liability
Mayer Brown
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Acting Labor Secretary Su Says SECURE 2.0 Guidance Coming in 'Timely Manner'
planadviser
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How to Help Retiring Clients Pick a Medicare Plan
ThinkAdvisor
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[Opinion]
SPARK Institute SECURE 2.0 Guidance Request (PDF)
The SPARK Institute
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[Opinion]
A Proposal for Redesign of the SECURE Act 2.0
Albert Feuer, via Bloomberg Tax Management Compensation Planning Journal
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