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Weekly Highlights: Retirement Plans
Week ending
September 29, 2023
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► 13 New Job Opportunities
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Department of the Treasury 2023-2024 Priority Guidance Plan (PDF)
U.S. Department of the Treasury and Internal Revenue Service [IRS]
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SECURE 2.0: IRS Issues New Guidance on RMDs
Trucker Huss
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Sifting Through SECURE 2.0's Retirement Savings Lost and Found
Mercer
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Proxy Voting Rule Starts December 1: Action Steps for Managers of Private Investment Funds Subject to ERISA
Seward & Kissel LLP
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Plan Sponsor Year End Compliance: Consider SECURE 2.0 Provisions Effective January 1
Haynes and Boone, LLP
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Have You Been Counting Those Long-Term Part-Time Employee Hours?
Bricker Graydon
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What Is UBTI Anyway? Investing 401(k) Assets in a Partnership Operating a Business
Ferenczy Benefits Law Center
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SECURE 2.0: Retirement Plan Changes for 2024
Bradley
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Long-Term Part-Time Workers: More Questions Than Answers for Defined Contribution Plans (PDF)
Trucker Huss
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IRS Clarifies Its Warning About ESOPs
Jackson Lewis P.C.
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Battles Over ESG in 401(k)s Will Outlast Judge's Surprise Ruling
Bloomberg Law
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How Plan Sponsors Can Build Sound Governance Structures Around Retirement Plans (PDF)
Stradley Ronon, via Employee Benefit Plan Review
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403(b) or 401(k): Which is Best for a Tax-Exempt Organization?
Employee Fiduciary
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Cybersecurity's Role in Plan Governance
Roland Criss
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Life in Retirement: Pre-Retiree Expectations and Retiree Realities (PDF)
Transamerica Center for Retirement Studies
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[Opinion]
Actuaries Continue to Ignore the 'Valuation Date Creep' Elephant in the Social Security Financing Room
Ken Steiner, FSA Retired
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