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Weekly Highlights: Retirement Plans

Week ending December 29, 2023

5 New Job Opportunities

 

New IRS Guidance Fills in the Blanks for Roth Employer Contributions

Cohen & Buckmann, P.C.

SECURE 2.0 Grab-Bag Brings Holiday Treats

Groom Law Group

SECURE 2.0 Provisions with 2024 Implementation Dates

Verrill Dana LLP

Text of JCT Bluebook for Tax Legislation Enacted in the 117th Congress

Joint Committee on Taxation [JCT], U.S. Congress

Pre-Approved Plan Design and Compliance

Venable LLP, via LexisNexis Practical Guidance

Executive Compensation Arrangements for Tax-Exempt Organizations

Venable LLP, via LexisNexis Practical Guidance

Substantial Risk of Forfeiture Under the Internal Revenue Code

Venable LLP, via LexisNexis Practical Guidance

SECURE 2.0: The Most Sweeping Legislation Impacting Retirement Plans in Decades

PASI

After Empty RA List, IRS Delays Amendment Deadlines for New Laws

Mercer

Backdoor Roth IRA: Common Roadblocks

Morningstar

IRS Says Keep Those Class Exclusions Classy Under Long-Term, Part-Time Employee Rules

McDermott Will & Emery

The Impact of the Proposed LTPT Rules on Solo 401(k) Plans

American Retirement Association [ARA]

IRS Employee Plans News: Required Minimum Distributions (PDF)

Internal Revenue Service [IRS]

Retirement Calculator from AARP

AARP

[Opinion]

The Paradox of the Yale Jury Finding Breach of Fiduciary Duty for Managing Recordkeeping Fees, But No Damages

Euclid Specialty Managers

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View job as Senior Retirement Analyst
for Dunbar, Bender & Zapf, Inc. Senior Retirement Analyst

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View job as Defined Contribution Administration Manager - Solo(k)
for Definiti Defined Contribution Administration Manager - Solo(k)

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for Definiti

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