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Weekly Highlights: Retirement Plans
Week ending
September 8, 2023
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► 17 New Job Opportunities
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Text of EBSA Request for Nominations: Advisory Council on Employee Welfare and Pension Benefit Plans
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Saving for College: The New 529-to-Roth IRA Transfer Rule
Journal of Accountancy
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IRS Releases Guidance on Roth Catch-Up Contributions Under SECURE 2.0
RSM US
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Postponing 401(k) Catch-Up Changes Allows Time to Clarify Rules (PDF)
Cohen & Buckmann, P.C., via Bloomberg Tax
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Ten Common Mistakes in 457 Plans of Tax Exempt Organizations, Part 2
Trucker Huss
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New Login.gov System Will Affect E-Filings and E-Payments
Segal
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SECURE 2.0: Required Minimum Distributions (RMDs)
Watkins Ross
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After an M&A Transaction, What Is a Code Section 410(b) Transition Period?
KLB Benefits Law Group
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Manage Your Financial Risks in Retirement Like an Actuary
Ken Steiner, FSA Retired
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DOL Seeks Input on SECURE 2.0 Changes
Groom Law Group
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Legislative Package Would Curtail DOL's ESG Rule
Committee on Education and the Workforce, U.S. House of Representatives
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AT&T Files for Rehearing on Prohibited Transaction 'Call'
American Retirement Association [ARA]
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2023 Defined Contribution Consultant Research Study (PDF)
T. Rowe Price
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[Opinion]
SEC Chairman Alerted to Horrific Private Equity Side Letters
Edward Siedle
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[Opinion]
Outside-The-Box Ideas for Continued Improvements to 401(k) Plans
Bradley Bartells, via LinkedIn
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