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Weekly Highlights: Retirement Plans
Week ending
June 9, 2023
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► 11 New Job Opportunities
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New IRS Q&A Regarding EPCRS Expansion Answers Some – But Not All – Questions
Morgan Lewis
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IRS Notice 2023-43 Provides Interim Guidance for EPCRS Expansion Required by SECURE 2.0 (PDF)
VOYA Financial
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Resources for Tracking State and Local Retirement Initiatives (PDF)
Mercer
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ALAR: The 'At Least as Rapidly' Rule for Beneficiary RMDs
Slott Report
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SECURE 2.0 Provides New Optional In-Service Withdrawal Right for Domestic Abuse Victims
Bricker Graydon
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Long Term Part Time Employees Impact Retirement Plans Beginning in 2024
Watkins Ross
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Will the Long-Term Part-Time Rules Eliminate the Permitted Exclusions for 403(b) Plans?
Belfint Lyons Shuman
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SECURE 2.0 and Regulatory Updates from a Trip to Washington, D.C.
Qualified Plan Advisors [QPA]
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SECURE 2.0 Shakes Things Up for Required Minimum Distributions
Morgan Lewis, via Bloomberg Law
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The ABCs of IRS FAQs on EPCRS under SECURE 2.0
Mercer
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Treasury, IRS Issue Interim Guidance on SECURE 2.0 Changes to EPCRS
McDermott Will & Emery
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Reasonable Compensation Under ERISA: Two Recent Cases
Verrill Dana LLP
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Auto-Enrollment Is Highly Effective But Often More Costly
Center for Retirement Research at Boston College
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Are All ESG Investments Imprudent? a Plaintiff Suing American Airlines Says Yes
Cohen & Buckmann, P.C.
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[Opinion]
The First ESG Breach of Fiduciary Duty Lawsuits
Euclid Specialty Managers
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[Opinion]
ERIC Letter to IRS: Recommendations for 2023-2024 Priority Guidance Plan (PDF)
The ERISA Industry Committee [ERIC]
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