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Weekly Highlights: Retirement Plans
Week ending
November 1, 2024
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► 14 New Job Opportunities
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Draft of 2025 IRS Publication 15-A: Employer's Supplemental Tax Guide (PDF)
Internal Revenue Service [IRS]
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Text of IRS Notice 2024-80: 2025 Amounts Relating to Retirement Plans and IRAs, as Adjusted for Changes in Cost-of-Living (PDF)
Internal Revenue Service [IRS]
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IRS Releases Guidance on Retirement Plan Overpayments
OneDigital
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IRS Makes First Installment on SECURE 2.0 Overpayment Guidance
Mercer
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SECURE 2.0: What Should Defined Benefit Plans Be Doing Now? (PDF)
GRS
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Things to Worry About: Automatic Enrollment
FredReish.com
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IRS Issue Snapshot: Consequences to a Participant Who Makes Excess Deferrals to a 401(k) Plan
Internal Revenue Service [IRS]
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Final Regs Address Income Tax Withholding on Non- Eligible Rollover Distributions from Retirement Plans (PDF)
Thomson Reuters / EBIA
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IRS Releases Guidance for LTPT Employees of ERISA 403(b) Plans
Ascensus
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Employee Benefits in Bankruptcy: Update on Key Issues (PDF)
The Wagner Law Group, via AIRA Journal
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GAO Report on 401(k) Plans: Reported Impacts of Fee Disclosure Regs, and DOL Efforts to Support Implementation of Regs
U.S. Government Accountability Office [GAO]
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How the Race to the Bottom is Stressing the 401(k) System
WealthManagement.com
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Questions Answered About Social Security
The CPA Journal
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Sixth Circuit Holds, Once Again, That Effective Vindication Doctrine Prevents Application of Arbitration Provision
Kantor & Kantor
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How Are Plans Handling Missing Participants?
American Retirement Association [ARA]
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Sixth Circuit Again Invalidates ERISA Plan Arbitration Clause
Proskauer
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Navigating Roth Conversions: Plan Sponsor Considerations
American Retirement Association [ARA]
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[Opinion]
Is It Time to End the 401(k)?
Nevin Adams, via American Retirement Association [ARA]
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Employee Benefits Jobs
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