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Weekly Highlights: Retirement Plans
Week ending
June 7, 2024
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► 15 New Job Opportunities
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IRS List of Pre-Approved Defined Contribution Plans (PDF)
Internal Revenue Service [IRS]
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IRS List of Pre-Approved Defined Benefit Plans (PDF)
Internal Revenue Service [IRS]
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IRS List of Pre-Approved 403(b) Master and Prototype and Volume Submitter Plans (PDF)
Internal Revenue Service [IRS]
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Text of PBGC Final Regs: Valuation Assumptions and Methods
Pension Benefit Guaranty Corporation [PBGC]
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Toolkit: Are You an Investment Advice Fiduciary?
Carlton Fields
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The New Fiduciary Rule, Part 35: The Education Exception
FredReish.com
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Spousal Consent Requirements Under a Qualified Retirement Plan (PDF)
KLB Benefits Law Group, via Bloomberg Law
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Roth 401(k) to a Roth IRA Rollover: How Does This Work?
Slott Report
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PBGC Finalizes Changes to Assumptions Used in Certain Valuations
Ascensus
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Cycle 4 Submissions Open for Preapproved Qualified DC Plans
Mercer
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Lawsuit Against TIAA Over Cross-Selling in Retirement Plans Allowed to Proceed
Pensions & Investments
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The Psychology of Retirement Income: From Saving to Spending
Morningstar
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401(k) Lawsuits Over 'Forfeited' Money Get a Lifeline
InvestmentNews; subscription may be required
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Litigation Targets Managed Account Services
Multnomah Group
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Are All $5,000,000 401(k) Plans Created Equal? (PDF)
401(k) Averages Book
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Your Plan Has Received SFA. What Happens Now?
Segal; free registration required
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District Court Denies Motion to Dismiss Forfeiture Complaint
The Wagner Law Group
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Why Are Employees Not Participating in Their 401(k) Plans?
Principal Financial Group
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Undue Influence Claims Under ERISA (PDF)
The Wagner Law Group, via Benefits Law Journal
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