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Weekly Highlights: Retirement Plans
Week ending
August 9, 2024
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► 28 New Job Opportunities
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Draft of 2024 IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)
Internal Revenue Service [IRS]
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Combined Pre-Approved Plan Program Is Here (PDF)
Groom Law Group, via Journal of Pension Benefits
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Comprehensive FAQs for Employers on Hurricanes and Other Workplace Disasters: 2024 Edition
Fisher Phillips
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IRS Issues Final Regs on Minimum Required Distributions to Implement the SECURE Act
Cheiron
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New DOL Fiduciary Rule Stayed: What Advisors and Insurance Agents Recommending Rollovers Should Do Now
Faegre Drinker
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Retirement Plan Design: Bona Fide Job-Based Exclusion or Impermissible Service Condition?
Morgan Lewis
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Should Employers Get Ready to Comply with the FTC Noncompete Ban, or Wait It Out?
Armstrong Teasdale
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Eleventh Circuit Affirms Summary Judgment for Home Depot on Fiduciary Breach Claims of Excessive Fees and Poor Investment Performance (PDF)
U.S. Court of Appeals for the Eleventh Circuit
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Should Participants Get Lifetime Income by 'Default'?
Retirement Income Journal
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Selecting an Automatic Rollover Vendor for a Qualified Pension Plan
Ivins, Phillips & Barker
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Eleventh Circuit Rules for Home Depot, Rebuffs DOL in 401(k) Lawsuit
Pensions & Investments
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When Are Those SECURE 2.0 Technical Corrections Coming?
American Retirement Association [ARA]
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Coverage Rules: Average Benefit Test and the Minimum Participation Rule
Employee Benefits Law Group
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A Public Pension and Full Social Security Benefits? No Way
Kiplinger
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Senate and House Differ on DOL Budget, Retirement Security Rule, ESOP Issues
American Retirement Association [ARA]
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Plan Records: What Are They, How Long to Keep Them, and Security Considerations
Blue Ridge ESOP Associates
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Employee Benefits Jobs
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Paralegal
YMCA Retirement Fund
New York NY / Hybrid
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Legislative Analyst
MN Legislative Commission on Pensions and Retirement
Saint Paul MN / Hybrid
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