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Weekly Highlights: Retirement Plans
Week ending
February 16, 2024
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► 12 New Job Opportunities
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2024 IRS Form 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (PDF)
Internal Revenue Service [IRS]
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Draft of IRS Publication 575: Pension and Annuity Income, for Use in Preparing 2023 Returns (PDF)
Internal Revenue Service [IRS]
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Going Above and Beyond: ERISA Disclosures (PDF)
benefits magazine, a publication of The International Foundation of Employee Benefit Plans [IFEBP]
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Can the DOL Calculator for Earnings Be Used on Error Corrections?
Bricker Graydon
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DOL Proposes Rule on Automatic Portability
Segal
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IRS Notice Clarifies New Plan Automatic Enrollment Requirement
Trucker Huss
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Correcting Plan Errors: Calculating Earnings
Belfint Lyons Shuman
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Proposed Regs Address Long-Term Part-Time Employee Participation in 401(k) Plans
Boutwell Fay LLP
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Agencies Launch SECURE 2.0 Reporting and Disclosure Review
Mercer
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When TPA Meets Advisor
American Retirement Association [ARA]
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Common Retirement Fears and How to Overcome Them
Kiplinger
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EBSA Recovers Over $1.4 Billion for Employee Benefit Plans, Participants, and Beneficiaries in FY 2023
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Impact on ERISA Regulation If Supreme Court Throws Chevron Deference Overboard
Morgan Lewis
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House HELP Subcommittee Hearing: Protecting American Savers and Retirees from DOL's Regulatory Overreach
Subcommittee on Health, Employment, Labor, and Pensions, Committee on Education and the Workforce, U.S. House of Representatives
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Speakers at House Committee Hearing Trade Barbs on Whether DOL Fiduciary Rule Hurts or Helps
InsuranceNewsNet.com
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Tell Them About It: Benefit Disclosures and Notices
Varnum
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[Opinion]
SPARK Institute Comment Letter to IRS on Proposed Regs for Long-Term, Part-Time Employees (PDF)
The SPARK Institute
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