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Weekly Highlights: Retirement Plans
Week ending
September 27, 2024
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► 19 New Job Opportunities
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IRS Issues Guidance on Exceptions to 10% Early Withdrawal Penalty Under SECURE 2.0
EisnerAmper
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IRS Issues Interim Guidance on Qualified Student Loan Payments
Trucker Huss
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CRS In Focus: Social Security Benefit Taxation Highlights (PDF)
Congressional Research Service [CRS]
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Recent IRS Ruling Allows Sponsor to Let Employees Flex Their Benefits
Mercer
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SECURE 2.0: Increased Catch-Up Contributions Starting in 2025
Spencer Fane
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The Final RMD Regulations: The High Points
S. Derrin Watson, via Ferenczy Benefits Law Center
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DOL Files Last Minute Appeal of the Fiduciary Rule's Stay
American Retirement Association [ARA]
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DOL vs. IRS Rules: Courts Asked to Decide How 401(k) Retirement Plans Can Use Forfeiture Assets
Pensions & Investments
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How Well Does the Bucket Approach to Retirement Planning Work in Practice?
Morningstar
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Fiduciary Secures Victory at Trial in Excessive Fee Litigation
Groom Law Group
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Pension Derisking Options (PDF)
Stradley Ronon, via Employee Benefit Plan Review
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Impact of a Failed ADP/ACP Test
Newfront
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Eleven Firms to Pay More Than $88 Million Combined to Settle SEC's Charges for Widespread Recordkeeping Failures
U.S. Securities and Exchange Commission [SEC]
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Defendants Secure Another Win on Discretionary Use of 401(k) Plan Forfeitures
Groom Law Group
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The Plan Sponsor’s Guide to PEPs
AON, via Pensions & Investments
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Key Rules for a Backdoor Roth IRA Contribution
Morningstar
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Employer Considerations Following Wave of 401(k) Forfeiture Lawsuits
Holland & Hart
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How the DOL's New Retirement Security Rule Would End Insurance Industry Kickbacks That Cost Savers Billions (PDF)
Sen. Elizabeth Warren (D-MA)
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From Gap Years to Golden Years: A Look at Gen Z's Current Thinking About Retirement (PDF)
TIAA
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[Opinion]
Why Pre-Tax Retirement Contributions Are Better Than Roth in Peak Earning Years
Nerd's Eye View
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Employee Benefits Jobs
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Retirement Plan Administration Consultant
Cetera Financial Group
Remote / Saint Cloud MN / Des Moines IA / Greenwood Village CO / Schaumburg IL / Atlanta GA / Dallas TX / El Segundo CA / San Diego CA / Hybrid
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