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Weekly Highlights: Retirement Plans
Week ending
March 15, 2024
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► 20 New Job Opportunities
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Text of IRS Publication 575: Pension and Annuity Income, for Use in Preparing 2023 Returns (PDF)
Internal Revenue Service [IRS]
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Text of JBEA Proposed Regs for Continuing Professional Education Requirements
Joint Board for the Enrollment of Actuaries
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Past Is Prologue: DOL Proposes to Change the Definition of 'Investment Advice' (PDF)
Groom Law Group, via The Investment Lawyer
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DOL and IRS Issue Guidance on DC Plan Emergency Savings Accounts
Mercer
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IRS Issues Favorable Initial PLESA Guidance on Match Restrictions (PDF)
Groom Law Group, via Taxes the Tax Magazine
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The Saver's Credit, 2024
Retirement Management Services, LLC
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DOL Sends Final Fiduciary Rule to OMB
Groom Law Group
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Cybersecurity Threats to Retirement Plan Assets
planadviser
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What's the Process When a Trust (or Estate) Is IRA Beneficiary?
Slott Report
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401(k) Inventor Offers New Way for Employers to Reward and Incentivize Employees
Newsmax
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AT&T Sued by Participants Over 2023 Pension Risk Transfer with Athene Annuity and Life
PLANSPONSOR; free registration may be required
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Settlement Reached in ERISA Data Breach Lawsuit
PLANSPONSOR; free registration may be required
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Dealing with the Deceased Participants in Multiemployer Defined Benefit Plans
Morgan Lewis
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2024 Retirement Happiness Study (PDF)
MassMutual
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AT&T and Lockheed Martin Face Class Actions Over Pension Risk Transfers to Athene
Thompson Hine
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What Employers Sponsoring Defined Benefit Pension Plans Should Know About Class Actions Challenging Plan Assumptions
Jackson Lewis P.C.
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Retirement Plan Recordkeepers Enter a New Era
CAPTRUST
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Employee Benefits Jobs |
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