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Weekly Highlights: Retirement Plans
Week ending
June 21, 2024
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► 11 New Job Opportunities
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Text of IRS Notice 2024-55: Certain Exceptions to the 10 Percent Additional Tax Under Code Section 72(t) (PDF)
Internal Revenue Service [IRS]
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DOL and IRS Provide Coordinated Guidance on PLESAs
Morgan Lewis
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Killing a 401(k) Plan's Safe Harbor Match Mid-Plan Year -- or Not
Ferenczy Benefits Law Center
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Everything You Need to Know About Pro Rata Withdrawal Rules
planadviser
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IRS Employee Plans News: June 18, 2024 (PDF)
Internal Revenue Service [IRS]
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The DOL's 2024 Final Rule on Investment Advice in Private Sector Pension Plans and Individual Retirement Accounts (PDF)
Congressional Research Service [CRS]
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PEPs Lead Array of Options for a Way Out of IRAs Mandated by States
KLB Benefits Law Group, via Bloomberg Law
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PEPs Lead Array of Options for a Way Out of IRAs Mandated by States
KLB Benefits Law Group, via Bloomberg Law
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401(k) RFP Template: Evaluating 401(k) Plan Providers
ForUsAll
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Industry Advocates Defend the 401(k)
401(k) Specialist
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Notes from Meeting of Actuaries 'Intersector Group' with Treasury and IRS, April 2024 (PDF)
American Academy of Actuaries, Conference of Consulting Actuaries, Society of Actuaries, and ASPPA College of Pension Actuaries [ACOPA]
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Notes from Meeting of Actuaries 'Intersector Group' with PBGC, April 2024 (PDF)
American Academy of Actuaries, Conference of Consulting Actuaries, Society of Actuaries, and ASPPA College of Pension Actuaries [ACOPA]
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HP Prevails in Motion to Dismiss Forfeiture Reallocation Suit
American Retirement Association [ARA]
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Never Make Your SPD Move Too Soon -- or Should You?
Holland & Hart LLP
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Dueling Decisions Spur Employer Confusion on 401(k) Forfeitures
Bloomberg Law
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Accumulations in Individual Account Retirement Plans, from the 2022 Survey of Consumer Finances
Employee Benefit Research Institute [EBRI]
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[Opinion]
ERISA at 50: The Development of New Rights and Protections and Where ERISA Has Fallen Short
Cohen & Buckmann, P.C.
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[Opinion]
ERIC Comment Letter to EBSA on Proposed Information Collection Request: Retirement Savings Lost and Found (PDF)
The ERISA Industry Committee [ERIC]
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