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Weekly Highlights: Retirement Plans
Week ending
September 15, 2023
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► 8 New Job Opportunities
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Text of IRS Rev. Proc. 2023-31: Exceptions from the Electronic Filing Requirements for Certain Filers of Forms 8955-SSA and 5500-EZ (PDF)
Internal Revenue Service [IRS]
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IRS Addresses Erroneous Form 8955-SSA Penalty Notices
Schneider Downs
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IRS Issues 2023 RMD Relief Following SECURE 2.0 Act Changes (PDF)
Groom Law Group
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Highlights of 2023 PBGC Meeting With ABA’s Joint Committee on Employee Benefits
The Wagner Law Group
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IRS Snapshot Shows Audits May Focus on Retroactive Contributions
Mercer
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401(k)ology: Highly Compensated Employees
Newfront
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SECURE 2.0: New Distribution Options
Varnum
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CRS in Focus: Conflict of Interest in Investment Advice Within Retirement Plans -- an Overview
Congressional Research Service [CRS]
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DOL Sends New Fiduciary Rule to OMB
Groom Law Group
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Retirement Plans in Mergers and Acquisitions: What Questions Should You Be Asking?
EisnerAmper
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How 401(k) Plan Participants Use Loans Over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016-2020 (PDF)
Investment Company Institute [ICI]
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Common Misconceptions About Roth IRA Conversions
Morningstar
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District Court Rules in Favor of ERISA Defendants After Rare Bench Trial
Groom Law Group
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A Condensed History of the DOL's Fiduciary Rule
PLANSPONSOR; free registration may be required
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DOL Fiduciary Rule Likely to Tinker with Popular Exemption, Analysts Say
InsuranceNewsNet.com
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[Opinion]
Amicus Brief to Tenth Circuit Supporting AT&T Appeal Effort in Recordkeeping Claims Case (PDF)
The ERISA Industry Committee [ERIC], American Benefits Council, Society of Professional Asset Managers and Recordkeepers [SPARK] and Committee on Investment of Employee Benefit Assets Inc. [CIEBA]
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Employee Benefits Jobs |
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