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Weekly Highlights: Retirement Plans
Week ending
May 5, 2023
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► 13 New Job Opportunities
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Text of IRS Draft Instructions for Form 5307: Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans (PDF)
Internal Revenue Service [IRS]
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New Rules for Form 5500 Begin with 2023 Plan Year
Boutwell Fay LLP
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IRS Clarifies Timing for Reallocation of Forfeitures
Willis Towers Watson
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SECURE 2.0: Moving 529 Assets to a Roth IRA
FredReish.com
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SECURE 2.0: So, About That Employer Roth Contribution
Ferenczy Benefits Law Center
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Important Alert for 401(k) and 403(b) Plans That Do Not Allow Participants to Make Roth Contributions
Frost Brown Todd LLC
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Long Term Part-Time Employee Eligibility: Are You Ready? (PDF)
Legacy Retirement Solutions
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Reform of Family Attribution Rules Under SECURE 2.0
KLB Benefits Law Group
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Tax Credits for Starting Up Small Employer Plans: What You Need to Know
Faegre Drinker
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Real Estate Investments in Qualified Plans (PDF)
Harlowe & Fallk LLP, via Journal of Pension Benefits
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What to Watch Out for with Roth 401(k) Conversions
American Retirement Association [ARA]
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Ninth Circuit Appears Skeptical of DOL Arguments in Attorney Fee Battle
Hall Benefits Law
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District Court Denies Summary Judgment on Fiduciary Liability for Failure to Remove Investment Option After Just 36 Months of Alleged Underperformance
Euclid Specialty Managers
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[Opinion]
Would You Trade Your Pension for What Is Behind Door #2?
Ken Steiner, FSA Retired
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[Opinion]
Here's a Way to Save Social Security and Defer RMDs
Kiplinger
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Employee Benefits Jobs |
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