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Weekly Highlights: Retirement Plans
Week ending
November 8, 2024
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► 16 New Job Opportunities
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Draft Instructions for 2024 IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (PDF)
Internal Revenue Service [IRS]
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Text of DOL and IRS Extension of Certain Timeframes for Employee Benefit Plans, Participants, Beneficiaries, Qualified Beneficiaries, and Claimants Affected by Hurricane Helene, Tropical Storm Helene, or Hurricane Milton
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] and Internal Revenue Service [IRS]
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Text of EBSA Disaster Relief Notice 2024-01: Guidance and Relief for Employee Benefit Plans Impacted by Hurricane Helene, Tropical Storm Helene, and Hurricane Milton (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Text of IRS Publication 4810: Specifications for Electronic Filing of Form 8955-SSA, Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits (PDF)
Internal Revenue Service [IRS]
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IRS Announces 2025 Cost of Living Adjustments to Various Retirement Plan Limits
Ferenczy Benefits Law Center
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New for 2025: Enhanced Catch-Up Contribution for Ages 60-63
Kiplinger
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Life After Special Financial Assistance: Withdrawal Liability
Milliman
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IRS Issues New SECURE 2.0 Interim Guidance on Overpayments
Boutwell Fay LLP
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Retirement Plan Overpayment Corrections Continue to Evolve
Verrill Dana LLP
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Retirement Plan Amendments and 2024 Year-End Action Items
Alston & Bird
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2025 Quick Benefit Facts (PDF)
Mercer
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IRS Provides Guidance on Benefit Overpayment Rules, Reconciles SECURE 2.0 with EPCRS
Snell & Wilmer L.L.P.
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IRS Informally Indicates Plans Cannot Limit Catch-Ups to Roth Only
Plan Sponsor Council of America [PSCA]
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Clorox Wins First Round in 401(k) Plan Forfeiture Lawsuit
planadviser
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401(k) Plans: Merger and Acquisition Insight for Plan Sponsors
Watkins Ross
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Trends in Plan Adoption of SECURE 2.0 Optional Features
Faegre Drinker
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Employee Benefits Jobs
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