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Weekly Highlights: Retirement Plans
Week ending
February 2, 2024
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► 16 New Job Opportunities
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Text of Instructions for 2023 IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (PDF)
Internal Revenue Service [IRS]
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Text of Instructions for 2023 IRS Form 5500-EZ: Annual Return of a One-Participant (Owners/Partners and Their Spouses) Retirement Plan or a Foreign Plan (PDF)
Internal Revenue Service [IRS]
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Pension-Linked Emergency Savings Account Guideposts Issued
Ferenczy Benefits Law Center
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What to Know About Catch-Up Contributions
Charles Schwab
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IRS Provides Guidance on Roth Matching or Nonelective Contributions
Trucker Huss
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Deadlines for 401(k) Adoption, Including SECURE 2.0 Changes
Employee Fiduciary
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IRS Issues Updated Rules on Minimum Present Value of Benefits
Cheiron
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DOL Issues Proposed Automatic Portability Regs: What Defined Contribution Plans Need to Know
Thomson Reuters / EBIA
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IRS 'Grab Bag' Guidance on SECURE 2.0 Provisions
Willis Towers Watson
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Long-Term Part-Time Employee Eligibility Rules Now in Effect
Troutman Pepper
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Negotiating Provider Contracts for Benefit Plans
Holland & Hart LLP
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DOL Lawsuit Alleges TPA Stole $5.5M in Retirement Plan Assets from 17 Clients
PLANSPONSOR; free registration may be required
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New Proposal Would Repeal Income Tax on Social Security Benefits, Eliminate Wage Cap
ThinkAdvisor
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Retirement Planners React to Proposed Repeal of Income Tax on Social Security
ThinkAdvisor
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401Kids Savings Act Would Create Savings Accounts for Eligible Minors
planadviser
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[Opinion]
American Benefits Council Comment Letter to IRS on Proposed Regs for Long-Term, Part-Time Employee Under Section 401(k)
American Benefits Council
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[Opinion]
Meta Effect of Being Non-ERISA
403bwise
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Employee Benefits Jobs |
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