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Weekly Highlights: Retirement Plans
Week ending
March 22, 2024
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► 11 New Job Opportunities
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Text of DOL Statement of Enforcement Policy Regarding Return of Excess Special Financial Assistance Payments
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Social Security Announces Key Updates to Address Improper Payments
U.S. Social Security Administration [SSA]
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Text of IRS Publication 5528: Nonqualified Deferred Compensation Audit Technique Guide (PDF)
Internal Revenue Service [IRS]
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New Compliance Questions on Form 5500
Newfront
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IRS 2023-2024 Priority Guidance Plan: Second Quarter Update (PDF)
Internal Revenue Service [IRS]
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Correcting a Common Mistake in 401(k) Plans: Failure to Make Safe Harbor Contribution:
ForUsAll
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IRS Provides Guidance on SECURE 2.0's Terminal Illness Distributions
Mercer
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SECURE 2.0 Changes for 457(b) Plans
National Tax-Deferred Savings Association [NTSA]
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AT&T Sued Over 2023 Pension Risk Transfer
October Three Consulting
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A Cybersecurity Checklist for Employers: Safeguarding Your Company's 401(k) (PDF)
Mayflower Advisors
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Roth Conversions: Convert Everything at Once or as You Go?
Kiplinger
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Pension Risk Transfers Trigger New ERISA Litigation
American Retirement Association [ARA]
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401(k) Litigation: Present and Future
planadviser
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District Court Provides Important Reminders for ERISA Plan Document Requests
Maynard Nexsen
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Employers Reminded to Carefully Consider ERISA Plan Document Requests
Haynes and Boone, LLP
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Pension Risk Transfers and the Continuing Concern About Buying a Pig in a Poke
The Wagner Law Group
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[Opinion]
Is It a Bad Thing That ERISA Killed the Pension Plan?
Fiduciary News; free registration required
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Employee Benefits Jobs |
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