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Weekly Highlights: Retirement Plans
Week ending
August 23, 2024
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► 10 New Job Opportunities
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Text of IRS Notice 2024-63: Guidance Under Section 110 of the SECURE 2.0 Act with Respect to Matching Contributions Made on Account of Qualified Student Loan Payments (PDF)
Internal Revenue Service [IRS]
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IRS Request for Comments on Form 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc.
Internal Revenue Service [IRS]
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Text of IRS Instructions for 2024 Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)
Internal Revenue Service [IRS]
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Year-of-Death RMD Deadline Extended for Beneficiaries
Slott Report
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IRS Issues Guidance on Withdrawals for Domestic Abuse Victims
RPAG
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IRS Issues Guidance on Employer Matches of Qualified Student Loan Payments
American Retirement Association [ARA]
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Final IRS Regs Released on Inherited IRAs
Clark Schaefer Hackett
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IRS Issues Guidance on Matching Contributions for Student Loan Payments Under SECURE 2.0
Thomson Reuters Practical Law
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Catch-Up Contributions Must Exceed Some Limit
Belfint Lyons Shuman
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Deadline Approaching for Pre-Approved DB Plan Document Restatements
Boutwell Fay LLP
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Domestic Abuse Withdrawal Penalty Exception
Retirement Learning Center, LLC
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Update on Forfeiture Cases
The Wagner Law Group
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Three Recent District Court Decisions Let New ERISA Forfeiture Claims Go Forward
Kantor & Kantor
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Lawsuits Combining Forfeitures, High Fee Claims Gain Traction
Bloomberg Law
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Forfeitures and Other Unallocated Accounts in Retirement Plans Need Review
Warner Norcross + Judd LLP
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Industry Groups Urge Congress to Finalize SECURE 2.0 Technical Corrections
PLANSPONSOR; free registration may be required
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[Opinion]
Texas Judges Ignored ERISA's Core to Stall Fiduciary Rule
DeBofsky Law
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Employee Benefits Jobs
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