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Weekly Highlights: Retirement Plans
Week ending
August 25, 2023
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► 13 New Job Opportunities
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Text of IRS Notice 2023-62: Guidance on Section 603 of the SECURE 2.0 Act with Respect to Catch-Up Contributions (PDF)
Internal Revenue Service [IRS]
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SECURE 2.0 Provides 3-Year Statute of Limitations for Missed RMDs
Slott Report
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Common 401(k) Plan Errors and How to Fix Them
Bass, Berry & Sims PLC, via Tennessee CPA Journal
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Simply Irresistible to Not Seek Recoupment of Overpayments
Holland & Hart LLP
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IRS 2022-2023 Priority Guidance Plan: 4th Quarter Update (PDF)
Internal Revenue Service [IRS]
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IRS Summarizes Deductibility of Post-Tax Year Employer Contributions to New 401(k) Plans (PDF)
Thomson Reuters / EBIA
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SECURE 2.0 Matching Contributions on Student Loan Repayments
Boutwell Fay LLP, via Bloomberg Law
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Benefits of Doing Roth IRA Conversions Early in Retirement
Kiplinger
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In Memoriam: Tom Finnegan
American Retirement Association [ARA]
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What Does My TPA Do for Me? Top Questions to Ask Your TPA
Benefit Resources Inc.
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Executive Compensation Due Diligence in M&A Transactions
Skadden, Arps, Slate, Meagher & Flom, via Bloomberg Law
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Fourth Circuit Affirms No Breach of ERISA's Fiduciary Duties for 'Cross-Selling' Efforts
Dorsey ERISA
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Considerations When Establishing a New 401(k)
Fenwick & West LLP
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Seventh Circuit Denies Deferred Compensation Deduction in Taxable Asset Sale
Williams Mullen
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Plan Sponsors, Advisors Report They Are Receiving Erroneous IRS Late Filing Notices
American Retirement Association [ARA]
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MOVEit Cyberattack Ignites Worry About Retirement Plan Fiduciary Responsibility
Pensions & Investments
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SECURE 2.0 and 401(k) Catch-Up Contributions in 2024: What Employers Need to Know
Hall Benefits Law
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[Opinion]
$4.3 Million or $1.27 Million? What's the Point of Scary Retirement Projection Numbers?
Fiduciary News; free registration required
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Seasonal Benefits Enroller
U.S. Retirement & Benefits Partners
Sacramento CA / Tranquillity CA / Visalia CA / Bakersfield CA / Hybrid
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