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Weekly Highlights: Retirement Plans
Week ending
May 9, 2025
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► 20 New Job Opportunities
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Text of IRS Rev. Proc. 2025-21: Plan-Specific Substitute Mortality Tables Used to Determine Present Value (PDF)
Internal Revenue Service [IRS]
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The DOL's Focus on Conflicts of Interest: Householding Accounts and Recommending Affiliate Funds (PDF)
Fred Reish, Joan Neri and Joshua Waldbeser, via Journal of Pension Benefits
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IRS Publication 5411: Retirement Plans Reporting and Disclosure Requirements (PDF)
Internal Revenue Service [IRS]
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Controlled or Affiliated Service Group Compliance Issues for 401(k) Plans
Employee Benefits Law Group
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SEC Adds 10b5-1 Guidance for 401(k) Plans with Company Stock Investment Options
Haynes and Boone, LLP
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Reducing or Suspending 401(k) Safe Harbor Contributions Mid-Year
The Retirement Advantage
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Plan Sponsors Beware: The U.S. Supreme Court Just Eased Requirements to File ERISA Prohibited Transaction Suits
Ropes & Gray LLP
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How Plan After-Tax Contributions Are Taxed When Converted to Roth
Slott Report
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2024 ERISA Advisory Council Report: Qualified Default Investment Alternatives -- Start to Finish, Default to Payout (PDF)
Pensions & Investments
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Digital Assets in ERISA Plans and IRAs: It's a Brave New World (PDF)
Groom Law Group, via The Investment Lawyer
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Why Executives Should Take Deferred Compensation with a Healthy Dose of Salt
Stephen Rosenberg, The Wagner Law Group
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Fiduciary Duty in the Digital Age: Cybersecurity Best Practices for ERISA Plans
Woodruff Sawyer
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[Opinion]
How to Draft 'Useless' Fiduciary Committee Minutes – and Why You Should Want To
Alden J. Bianchi, via LinkedIn; login may be required
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[Opinion]
Cornell Decision May Not Have Significant Impact on ERISA Fiduciary Exposure
Willis Towers Watson
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Employee Benefits Jobs
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