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Weekly Highlights: Retirement Plans
Week ending
May 17, 2024
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► 13 New Job Opportunities
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Text of IRS Notice 2024-42: Updated Static Mortality Tables for Defined Benefit Pension Plans for 2025 (PDF)
Internal Revenue Service [IRS]
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Text of EBSA Interim Final Rules with Comment Request: Abandoned Plan Regs
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Text of EBSA Amendment to PTE 2006-06, for Services Provided in Connection with the Termination of Abandoned Individual Account Plans
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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What Plan Sponsors Need to Know About DOL's Final QPAM Changes
Mercer
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Who Owns Plan Forfeitures? New Cases Challenge IRS Guidance
Cohen & Buckmann, P.C.
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SECURE 2.0 Options Impact Form W-2 and Form 1099-R Reporting
Davis Wright Tremaine LLP
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IRS Explains New Disaster Relief Distribution and Loan Rules
Segal
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New Distribution and Withdrawal Rules Under SECURE 2.0
Fidelity
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Avoid RMD Shortfalls With These Rules on Life Expectancy
Morningstar
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New DOL Guidance Extends Abandoned Plan Program to Bankruptcy Trustees
American Retirement Association [ARA]
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Cybersecurity Will Be Part of All DOL Retirement Plan Audits: What Plan Sponsors Must Do to Pass
American Retirement Association [ARA]
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Creating a Solid Missing Participant Policy
Retirement Clearinghouse, via 401(k) Specialist
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Avoid RMD Complexity with Force-Out Distributions at Normal Retirement Age
PenChecks
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Retirement Planning: Does It Make Sense to Plan to Age 95?
American Retirement Association [ARA]
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Beyond Open Enrollment: How AI Is Revolutionizing Benefits
Willis Towers Watson
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Issues on the DOL's Radar for Employee Benefit Plans
Foley & Lardner LLP
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[Opinion]
Actuarial Equivalence Claims: The Kellogg Court Gets It Right
Encore Fiduciary
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[Opinion]
Alaska Pension Proposal Would Impose Big Costs But Have Little Impact on Recruitment
Reason Foundation
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Employee Benefits Jobs |
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