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Weekly Highlights: Retirement Plans
Week ending
May 19, 2023
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► 10 New Job Opportunities
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IRS Issues Proposed Regs on Allocation of Forfeitures (PDF)
Groom Law Group, via Taxes the Tax Magazine
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SECURE 2.0: Multiple Employer 403(b) Plans
FredReish.com
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Controlled and Affiliated Service Group Rules for Retirement and Cafeteria Plans: An Overview
EisnerAmper
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Applying the ERISA Controlled Group and Affiliated Service Group Rules in the Health Care Industry
Foley & Lardner LLP
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SECURE 2.0: New and Potentially Easier Ways to Make Withdrawals from 401(k) Plans
Foley & Lardner LLP
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CRS Report: Single-Employer Defined Benefit Pension Plans: Funding Relief and Modifications to Funding Rules
Congressional Research Service [CRS]
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Smoothing the Transition to a New 401(k) Provider
Savant
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What Happens to the 401(k) Plan When a Company Is Sold?
Dickinson Wright
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DOL Withdraws Appeal of District Court Decision Vacating Fiduciary Rollover Advice Guidance
Pensions & Investments
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DOL Retirement Plan Investigations: Key Areas of Inquiry
Morgan Lewis, via The Temple 10-Q
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Why the PRT Market Is Thriving
Institutional Investor
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Roth Catch-Ups Will Be Major Issue for Government Plans
planadviser
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14 States That Won't Tax Your Pension
Kiplinger
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The DOL Accepts a FAQ-Out and Rolls Over -- for Now
The Wagner Law Group
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New York Pension Systems Sued for Politicizing Public Pension Investments
Reason Foundation
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You're Stuck with That Plan Now: Retirement Plans in M&A
KLB Benefits Law Group
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