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Weekly Highlights: Retirement Plans
Week ending
June 28, 2024
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► 14 New Job Opportunities
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DOL Finalizes Major Changes to Its Fiduciary Investment Advice Rule (PDF)
Thompson Hine, via Benefits Law Journal
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IRS Releases Guidance on Certain SECURE 2.0 Penalty Tax Exceptions
Ascensus
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DOL Report to Congress on Considerations for Defined Benefit Pension Plan Fiduciaries Choosing an Annuity Provider (Interpretive Bulletin 95-1) (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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DOL Proposal for Retirement Savings Lost and Found: Concerns for Plan Sponsors
Nova401(k)
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Form 5500 Participant Count: Cash or Accrual Basis?
Belfint Lyons Shuman
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What Plan Sponsors Should Know About DOL's Final Fiduciary Rule
Mercer
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DOL Issues Report to Congress Regarding Its Prior Guidance on Pension Risk Transfers
Thomson Reuters Practical Law
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Changes to ERISA's QPAM Exemption and Fiduciary Rule: Action Items for Asset Managers
Schulte Roth & Zabel LLP
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IRS Issues Guidance on Personal Expense and Domestic Abuse Victim Distributions
Ferenczy Benefits Law Center
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Retirement Income Solutions: Recordkeeper Study (PDF)
Defined Contribution Institutional Investment Association [DCIIA]
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90% of Plan Sponsors Expect to Adopt SECURE 2.0 Optional Provisions
Fidelity
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401(k) Assets Caught in Limbo: Plan Sponsor Bankruptcy Explained
Bloomberg Law
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What Is a 'Mega' Backdoor Roth Contribution?
Manning & Napier
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M&A Activity, Healthy Business Growth Are Now Top Triggers for Switching 401(k) Recordkeepers
Escalent
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Supreme Court Ends Judicial Deference to Federal Agency Expertise
Government Executive
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[Opinion]
Conservative Investment Strategies On Trial: Milliman Overcomes Fiduciary Breach Challenge
Encore Fiduciary
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[Opinion]
Improving Retirement Outcomes: Demographic Considerations (PDF)
American Academy of Actuaries
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