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Weekly Highlights: Retirement Plans
Week ending
March 7, 2025
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► 10 New Job Opportunities
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Text of IRS Publication 939: General Rule for Pensions and Annuities (PDF)
Internal Revenue Service [IRS]
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Draft of Instructions for IRS Form 5310: Application for Determination for Terminating Plan (PDF)
Internal Revenue Service [IRS]
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'America First Investment Policy' Calls for Updated Fiduciary Standards
American Retirement Association [ARA]
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Mandatory Automatic Enrollment Is Here
Ferenczy Benefits Law Center
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DOL Issues Final Amendments to the VFCP
Ascensus
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DOL's VFCP Final Rule Adds Limited 'Self-Correction' Program for Late Contributions, Participant Loan Failures
Morgan Lewis
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ERISA Penalties: 2025 Inflation Adjustments
Ameriflex
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Study Shows Vesting Schedules Do Not Enhance Retention
American Retirement Association [ARA]
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Appellate Arguments Happening in March That Should Be on Benefits Attorneys' Radar (PDF)
The Wagner Law Group, via Law360
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Study Examining Form 5500 Data Finds Majority of Retirement Plans Likely to Have Fiduciary Breaches
ebn
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The Brightscope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2022 (PDF)
BrightScope and Investment Company Institute [ICI]
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Document Retention Is an Employer's Duty, Not the TPA's
KLB Benefits Law Group
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2025 Guide to Retirement
J.P. Morgan Asset Management
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District Court Refuses to Dismiss Clorox Forfeiture Case
Plan Sponsor Council of America [PSCA]
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Newport Group to Settle Claims of Mismanaging Church Retirement Plan
Pensions & Investments
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Employee Benefits Jobs
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