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Weekly Highlights: Retirement Plans
Week ending
December 1, 2023
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► 21 New Job Opportunities
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Text of Draft 2023 Instructions for IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
Internal Revenue Service [IRS]
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Text of Draft IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations (PDF)
Internal Revenue Service [IRS]
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New LTPT Proposed Regs Drop as Effective Date Looms
American Retirement Association [ARA]
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Long Term, Part Time Employees, Part 1
DWC
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Long Term, Part Time Employees, Part 2
DWC
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2024 Retirement Plan Compliance Calendars
Mercer
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Not a Moment Too Soon: The LTPT Regulations Are Here
Ferenczy Benefits Law Center
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Plan Sponsors Should Prepare for SECURE 2.0 Provisions That Take Effect in 2024
Kaufman & Canoles, P.C.
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The Long Wait for the Long-Term Part-Time Guidance Is Over
Seyfarth Shaw LLP
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Key Changes Made by New IRS Guidance for Pre-Approved Plans
American Retirement Association [ARA]
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Newly Released 2023 Form 5500s Reflect Significant Changes
Groom Law Group
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IRS Issues Long-Term, Part-Time Employee Proposed Regs
Groom Law Group
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IRS Black Friday Special: Proposed Regs on Long-Term, Part-Time Employee Rules (PDF)
Thomson Reuters / EBIA
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IRS Part-Time Eligibility Rules Bring Relief, Surprise, Deadline Concern
planadviser
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Form 5500 Series Filing Extensions: 2024 Brings Changes
Segal
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Year-End Plan Sponsor 'To Do' Reminders and Updates for Your Company's Retirement and Health and Welfare Plans
Husch Blackwell
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[Opinion]
What Is IBM Doing with Its Retirement Plans? and Why?
Alicia Munnell, for the Center for Retirement Research at Boston College
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