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Weekly Highlights: Retirement Plans
Week ending
October 6, 2023
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► 13 New Job Opportunities
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Text of DOL Advisory Opinion 2023-01A: Application of Certain Fiduciary Responsibility Provisions of Title I of ERISA to Citi's Action for Racial Equity Asset Manager Program
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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IRS Employee Plans News, September 29, 2023
Internal Revenue Service [IRS]
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Student Loan Repayments to Resume: SECURE 2.0 Student Loan Matching Contributions to the Rescue?
Morgan Lewis
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SECURE 2 0 Provisions Affecting Defined Benefit Pension Plans
Kilpatrick Townsend
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Recent IRS Snapshot Suggests Audit Interest in Timing of Employer Deductions of Retroactive Contributions to 401(k) Plans
Groom Law Group
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SECURE 2.0: IRS Provides Interim Guidance on Self-Correction Expansion
KLB Benefits Law Group, via Bloomberg Law
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SECURE 2.0: Permissive Plan Design Changes and Corrections Effective in 2024
Haynes and Boone, LLP
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A 10-Year Checklist for Retirement Planning
Kiplinger
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Recommended Practices for ERISA Retirement Plan Administrative Fiduciaries
Verrill Dana LLP, via JDSupra
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The Vanguard Retirement Outlook: A National Perspective on Retirement Readiness (PDF)
Vanguard
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Majority of Plan Sponsors with De-Risking Goals Looking to Completely Divest Their Company's Pension Liabilities in the Near Future
MetLife
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Plaintiffs Target Use of 401(k) Plan Forfeitures
Groom Law Group
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How Long Will Your Money Last in Retirement?
U.S. News & World Report
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When a Cybersecurity Issue Occurs, Plan Sponsors Can Spring Into Action
PLANSPONSOR; free registration may be required
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What to Look for in a Retirement Plan Administrator
Kushner & Company
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House Committee Letter to EBSA Secretary About DOL Request for Information on SECURE 2.0 Reporting and Disclosure (PDF)
Committee on Education and the Workforce, U.S. House of Representatives
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[Opinion]
ERISA Litigation Is a Hot Mess: Challenges and Potential Reforms
DeBofsky Law
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