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Weekly Highlights: Retirement Plans
Week ending
July 21, 2023
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► 11 New Job Opportunities
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IRS Issue Snapshot: Deductibility of Employer Contributions to a 401(k) Plan Made After the End of the Tax Year
Internal Revenue Service [IRS]
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EBSA Consultation Paper for ERISA Advisory Council on Interpretive Bulletin 95-1 (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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IRS Excuses Missed 2023 RMDs Within the 10-Year Payment Period and Provides 60-Day Rollover Relief
Slott Report
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IRS Announces 2023 RMD Rollover Relief and Relief for Certain 2023 Beneficiary Distributions
Convergent Retirement Plan Solutions, LLC
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IRS Provides Transition Relief for Change in Beginning Date for RMDs
Journal of Accountancy
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Expanding Access to 401(k) Plan Savings for Long-Term Part-Time Employees
Foley & Lardner LLP
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Significant Changes Made to IRS Employee Plans Compliance Resolution System
The Wagner Law Group
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IRS Provides Additional Required Minimum Distribution Relief Following SECURE 2.0 Act Changes
Groom Law Group
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Trust as IRA Beneficiary: A Potentially Catastrophic Problem
Slott Report
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The Best Interest Standard for Recommending Account Types
Faegre Drinker
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American Academy of Actuaries Submission to ERISA Advisory Council for DOL Consultation on Interpretive Bulletin 95-1 (PDF)
American Academy of Actuaries
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403(b) Plans and Social Security
Barbara O'Neill, via 403bwise
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Third Circuit Holds That Plan Arbitration Agreement Binds Participants in Suit Challenging Plan Management
Kantor & Kantor
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Investment Firm to Pay $124 Million to Settle 401(k) Plan Mismanagement Allegations
HR Dive
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DOL Rule on Abandoned Retirement Plans Arrives at OMB
ThinkAdvisor
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[Opinion]
The Reluctant Participant, a Tale of Woe (PDF)
Antoinette Tardy, via Journal of Pension Benefits
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[Opinion]
SECURE 3.0: What Would a Successor to SECURE Look Like?
InsuranceNewsNet.com
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Employee Benefits Jobs |
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Actuary
TWG Benefits, Inc.
Remote / IL
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