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Weekly Highlights: Retirement Plans
Week ending
August 11, 2023
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► 13 New Job Opportunities
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Text of PBGC Technical Update 23-1: One-Time 4010 Filing Waiver
Pension Benefit Guaranty Corporation [PBGC]
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Text of EBSA Comment Request: SECURE 2.0 Reporting and Disclosure Requirements
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Text of IRS Information Release IR-2023-144: Plan Sponsors Should Be Alert to Compliance Issues Associated with ESOPs
Internal Revenue Service [IRS]
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Who's That Girl? It's an Employee! Solo 401(k)s That Aren't So Solo
Ferenczy Benefits Law Center
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The DOL's Regulatory Agenda and a New Fiduciary Rule
FredReish.com
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SECURE 2.0 Force Out Limit and Plan Audits
PenChecks
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IRS Guidance on SECURE 2.0 Expansion of Self-Correction Under EPCRS
Buck
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PBGC Update: 4010 Reporting Waivers and Benefit Payment Regs
Groom Law Group
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Plan Sponsors Struggling with SECURE 2.0 Catch-Up Contribution Provision
Pensions & Investments
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Reasons to Claim Social Security as Soon as You Retire
Kiplinger
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Ninth Circuit AT&T Ruling 'Watershed Moment' for Benefit Contractors
Bloomberg Law
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Ninth Circuit Creates Circuit Split in Broadly Interpreting ERISA's Prohibited Transactions Provision
Kantor & Kantor
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Retired Teacher Sues TIAA Over MOVEit Data Breach
Pensions & Investments
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Ninth Circuit Decision Could Open the Door to New Attacks on Retirement Plan Fiduciaries: What Fiduciaries Need to Know
Trucker Huss
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[Opinion]
American Benefits Council Letter to EBSA Describing Additional Guidance Needs Under SECURE 2.0
American Benefits Council
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[Opinion]
American Benefits Council Letter to IRS and Treasury Describing Additional Guidance Needs Under SECURE 2.0
American Benefits Council
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[Opinion]
Retirees Face a $17,400 Cut If Social Security Isn't Saved
Committee for a Responsible Federal Budget
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