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Weekly Highlights: Retirement Plans
Week ending
November 17, 2023
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► 20 New Job Opportunities
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Text of EBSA Announcement of Hearing on Retirement Security Rule: Definition of an Investment Advice Fiduciary and Associated Prohibited Transaction Exemption Amendments
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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DOL Releases Informational Copies of 2023 Form 5500 Series Annual Return/Report
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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DOL Denies Request to Extend Fiduciary Rule Comment Period, as House Moves to Block Rule
American Retirement Association [ARA]
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Exploring Penalty-Free Distribution Provisions Under SECURE 2.0
Spectrum Consultants
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401(k) Plan Matching Contributions on Student Loan Repayments (PDF)
Thomson Reuters / EBIA
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Ninth Circuit Denies En Banc Rehearing in Controversial 401(k) Prohibited Transaction Ruling
American Retirement Association [ARA]
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Handling 401(k) Plan Forfeitures in Light of Recent Lawsuits
Willis Towers Watson
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New Audit Rules for 2023 5500 Forms
Watkins Ross
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UAW Goes All in on Building Cadillac DC Plans for Members
Pensions & Investments
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What's the 'Over/Under' on the DOL's New Fiduciary Rule?
Fiduciary News; free registration required
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Recent ESOP Developments
The Wagner Law Group
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Common Mistakes in Communications to Employees About Benefits
Buck
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DOL's 'Lost and Found' Database Gets a Boost
American Retirement Association [ARA]
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Suddenly Funded DB Plans: What's a Plan Sponsor to Do?
Buck
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Ascensus, Newport Nonqualified Platforms Hit by Infosys Cybersecurity Issue
planadviser
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Another Circuit Weighs in on Prohibited Transaction Pleading Standard
Miller & Chevalier
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Notes from Meeting of Actuaries 'Intersector Group' with PBGC, October 2023 (PDF)
American Academy of Actuaries, Conference of Consulting Actuaries, Society of Actuaries, and ASPPA College of Pension Actuaries [ACOPA]
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Notes from Meeting of Actuaries 'Intersector Group' with Treasury and IRS, September 2023 (PDF)
American Academy of Actuaries, Conference of Consulting Actuaries, Society of Actuaries, and ASPPA College of Pension Actuaries [ACOPA]
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[Opinion]
IBM Makes Retirement News: What They Did and What It Means for You
October Three Consulting
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Employee Benefits Jobs |
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Retirement Plan Consultant
401k Industry Matchmakers - CPS Inc
Remote / Chicago IL / CA / CO / FL / IN / KY / OH / PA / TX / WA / WI
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