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Weekly Highlights: Retirement Plans
Week ending
May 26, 2023
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► 19 New Job Opportunities
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Text of Draft Instructions for IRS Form 5310: Application for Determination for Terminating Plan (PDF)
Internal Revenue Service [IRS]
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Text of Draft Instructions for Form 5300: Application for Determination for Employee Benefit Plan (PDF)
Internal Revenue Service [IRS]
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Text of IRS Notice 2023-43: Guidance on Section 305 of the SECURE 2.0 Act of 2022 with Respect to Expansion of the Employee Plans Compliance Resolution System (PDF)
Internal Revenue Service [IRS]
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SECURE 2.0: Starter 401(k) Plans and Safe Harbor 403(b) Plans
FredReish.com
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SECURE 2.0 Expands EPCRS to Correct Inadvertent IRA Errors
Morgan Lewis
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Are Emergency Savings Account Deferrals Subject to Nondiscrimination Testing?
Groom Law Group, via PLANSPONSOR; free registration may be required
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SECURE 2.0 Provides New Options for Retirement Plan Distributions
Verrill Dana LLP
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IRS Issues Guidance on Nonfungible Tokens (NFTs) in IRAs and Tax-Qualified Individual Account Plans (PDF)
The Wagner Law Group
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Congress Weighs in on SECURE 2.0 Guidance/Technical Corrections
October Three Consulting
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IRS Issues SECURE 2 0 Guidance on Expanded Availability of Self Correction
Kilpatrick Townsend
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What Is the Right Option for a Spouse IRA Beneficiary?
Morningstar
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DOL, Industry Fight Over ERISA Prohibited Transactions
Pensions & Investments
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Why 'Unbundled' Retirement Plan Administration Could Be the Right Choice for Plan Sponsors
Definiti
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Participant Data Breach Hits Retirement Clearinghouse
PLANSPONSOR; free registration may be required
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Congress Says It Will Fix at Least Four Errors in SECURE 2.0
planadviser
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The Who, When and Why of Independent Fiduciaries (PDF)
benefits magazine, a publication of the International Foundation of Employee Benefit Plans [IFEBP]
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[Opinion]
What ChatGPT Could Mean for Benefits Communications
Segal Benz
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Employee Benefits Jobs |
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Health Plan Software Analyst
National Employee Benefits Administrators, Inc.
Remote / Hollywood FL / West Palm Beach FL / Atlanta GA / Hybrid
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