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Weekly Highlights: Retirement Plans
Week ending
November 10, 2023
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► 13 New Job Opportunities
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IRS Updates Filing Instructions for Form 5558, Application for Extension of Time to File Certain Employee Plan Returns
Internal Revenue Service [IRS]
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Retirement Plan Forfeitures: IRS's 2023 Proposals and Fiduciary Litigation Trends
Dickinson Wright
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DOL Releases New Fiduciary Advice Proposal
October Three Consulting
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DOL Fiduciary Rule: Summary and Anticipated Effects
Steptoe & Johnson LLP
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DOL Fiduciary Rule Returns from the Dead
Debevoise & Plimpton LLP
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2024 Changes Affecting 403(b) Participants
403bwise
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DOL's 2023 Retirement Security Proposal: A Deeper Dive
Groom Law Group
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Long-Awaited 2024 Mortality Table Updates Released
Buck
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IRS Grants Two-Year Grace Period to Get Roth Catch-Ups All Caught Up (PDF)
Groom Law Group, via TAXES the Tax Magazine
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A Long and Winding Road: The DOL's Fiduciary Rule 4.0 Proposal (PDF)
Eversheds Sutherland
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Adoption of Annual Written Confirmation for Discretionary Matching Contribution
Ferenczy Benefits Law Center
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2024 Quick Benefit Facts (PDF)
Mercer
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Another Erroneous 8955-SSA Notice Issue (And What to Do About It)
American Retirement Association [ARA]
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The Who, the When and the 'Oh, No' of 401(k) Plan Notices
Bricker Graydon
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Ninth Circuit Holds That Plan Fiduciaries Must Review for 'Reasonableness' Payments to Service Providers Under Third Party Arrangements
October Three Consulting
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The Law on ERISA Plan Arbitration Provisions Remains Unsettled
Holland & Knight
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[Opinion]
DOL's New Proposal Plans to Make Salespeople Fiduciaries Again
Groom Law Group, via Bloomberg Law
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