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Weekly Highlights: Retirement Plans
Week ending
January 31, 2025
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► 14 New Job Opportunities
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Text of SSA FAQs on Implementation of the Social Security Fairness Act, Eliminating WEP and GPO
U.S. Social Security Administration [SSA]
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Text of IRS Form 5558: Application for Extension of Time to File Certain Employee Plan Returns (PDF)
Internal Revenue Service [IRS]
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EBSA Beats IRS in Updating Its Program for Self-Correction
Trucker Huss
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In Case of Emergency, (Don't) Break Plan!
DWC
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Missing Participants: What to Do with Abandoned Accounts
Seyfarth
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DOL Announces 'Non-Enforcement' Policy for Transfers of Small Retirement Benefits to State Unclaimed Property Funds
October Three Consulting
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IRS 'Listed Transaction' Regs Exempt Certain Benefit Captives
Groom Law Group
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401(k) Catch-Up Contributions: Key Updates for 2025 and 2026
Employee Fiduciary
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Final Regs on Required Minimum Distributions
EisnerAmper
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IRS Issues Proposed Regs on Catch-Up-As-Roth Contributions Effective January 1, 2026
TRI-AD
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DOL Announces Temporary Enforcement Policy for Small Retirement Benefit Amounts Owed to Missing Participants (PDF)
Thomson Reuters / EBIA
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You Can Transfer Balances of $1,000 or Less to State Unclaimed Property Funds, But Should You?
PenChecks
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Supreme Court Justices Can't Find Consensus in Landmark Cornell Case
Pensions & Investments
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Employers Show Declining Interest in Student Loan Matches
American Retirement Association [ARA]
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Attorneys Say American Airlines 401(k) ESG Case Is Troubling, Perplexing and Uncertain
Pensions & Investments
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American Airlines is Collateral Damage in Judicial Backlash Against ESG Investing: Thoughts and Recommendations for Plan Sponsors
Encore Fiduciary
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[Opinion]
A Proposal to Fix Social Security That Could Be Enacted Today
Center for Retirement Research [CRR] at Boston College
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Employee Benefits Jobs
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