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Weekly Highlights: Retirement Plans
Week ending
March 14, 2025
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► 9 New Job Opportunities
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Draft of 2025 Instructions for IRS Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)
Internal Revenue Service [IRS]
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Draft of IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans), for Use in Preparing 2024 Returns (PDF)
Internal Revenue Service [IRS]
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Unpacking Proposed Regs for Catch-Up Contributions Under SECURE 2.0
Schneider Downs
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Social Security to Reinstate 100% Overpayment Recovery Rate
U.S. Social Security Administration [SSA]
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Deadline Nears to Adopt Preapproved DB Plans for Third Cycle
Mercer
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Flavors of Automatic Enrollment
Newfront
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Guidance on Mandatory and Optional Catch-Up Provisions Under SECURE 2.0
Davis Wright Tremaine LLP
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Written Requests for ERISA Documents
Newfront
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Catch-Up Contributions Get Anticipated Proposed Regs (PDF)
Groom Law Group, via TAXES the Tax Magazine
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Is it a Contract? Is it an ERISA Plan? It’s a Top Hat Plan So It is Sort of Both, Says the Eighth Circuit
Stephen Rosenberg, The Wagner Law Group
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Sweeping Fiduciary Breach Suit Targets Swiss Re, Empower
American Retirement Association [ARA]
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Preventive Measure: Self-Audits Help Your Plan Stay in Compliance (PDF)
benefits magazine, a publication of The International Foundation of Employee Benefit Plans [IFEBP]
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Retirement Competitive Benchmarking: Participant and Sponsor
Corporate Insight [CI]
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How Plan Sponsors Can Respond to the Increase in Claims Challenging the Use of Retirement Plan Forfeitures
Winston & Strawn LLP
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Bill Reintroduced to Ban 401(k) Investments in Adversarial Countries
American Retirement Association [ARA]
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[Opinion]
Department of Pension Efficiency (DOPE) Could Swiftly, Painlessly Save Taxpayers Trillions
Edward Siedle
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Employee Benefits Jobs
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