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Weekly Highlights: Retirement Plans
Week ending
May 16, 2025
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► 15 New Job Opportunities
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Text 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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DOL Temporary Enforcement Policy for Small Amount Transfers to State Unclaimed Property Funds
Morgan Lewis
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Using Subtrusts to Allow Stretch IRA for Multiple Beneficiaries
Nerd's Eye View
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Mandatory Automatic Enrollment for New 401(k)/403(b) Plans Gets Much Needed Guidance (PDF)
Groom Law Group, via TAXES the Tax Magazine
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Resources for Tracking State and Local Retirement Initiatives (PDF)
Mercer
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How Plan Sponsors Can Make a Plan Less Susceptible to Litigation in the Wake of Cunningham v. Cornell
Carlton Fields
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Do You Really Want to Be an ERISA Fiduciary?
Ogletree Deakins
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Suit'able Practices and Procedures Save the Day
Ferenczy Benefits Law Center
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QDRO Mistakes and How to Avoid Them
Schechter Benefits Law Group LLP
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House Releases Proposed Tax Bill
Ascensus
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'Help! I Need Somebody to Tell Me What to Do with This 401(k) Plan!'
Haynes and Boone, LLP
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Senate HELP Committee Votes to Approve President Trump’s Nomination for PBGC Director
Committee on Health, Education, Labor and Pensions, U.S. Senate
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The Part-Time Participant
FiduciaryAdvisors LLC
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How Much Do Companies Typically Match on 401(k) Contributions?
Ubiquity Retirement + Savings
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What Exactly Do TPAs Do? A Guide for CPAs and Plan Sponsors
Spectrum Consultants
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Employee Benefits Jobs
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Specialized Consultant: Retirement Plan Administrator
Wolters Kluwer/ ftwilliam.com
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