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Weekly Highlights: Retirement Plans
Week ending
August 16, 2024
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► 17 New Job Opportunities
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PBGC Publishes First ERISA 4044 Yield Curve
Pension Benefit Guaranty Corporation [PBGC]
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Draft of 2024 Instructions for IRS Forms 1099-R and 5498 (PDF)
Internal Revenue Service [IRS]
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IRS Issues Final Rules for Inherited IRAs
Savant
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Retirement Plan Final RMD Regs Issued
Wolters Kluwer Law & Business
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IRS Clarifies New Minimum Distribution Rules Under SECURE 2.0 Act
Haynes and Boone, LLP
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Qualified Professional Asset Manager: An Important Tool for ERISA Fiduciaries (PDF)
Groom Law Group, via The Investment Lawyer
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IRS Releases Final RMD Regs
Ascensus
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New Rules for Correction of Missed Deferral Opportunities
Newfront
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A Primer on Pooled Employer Plans
Pensions & Investments
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Employing the Proper Definition of Compensation
Legacy Retirement Solutions
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Why Do Roth Conversions in Peak Earnings Years?
Kiplinger
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BofA Blamed for Fiduciary Breach in Forfeiture Reallocation Suit
American Retirement Association [ARA]
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2024 Survey of Capital Market Assumptions (PDF)
Horizon Actuarial Services LLC
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Second Circuit Finds Incomplete Pension Benefit Statements Violated ERISA, Failure to Monitor Service Provider May Constitute Fiduciary Breach (PDF)
U.S. Court of Appeals for the Second Circuit
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Another ERISA Forfeitures Lawsuit Allowed to Proceed
Miller & Chevalier
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[Opinion]
Social Security at 89: Time to Retire the Old Benefit Formula
Cato Institute
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[Opinion]
Analyzing the New Planning Opportunities in SECURE 2.0 for Retirement Plan Participants
Richard L. Kaplan, via SSRN
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Employee Benefits Jobs
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