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Weekly Highlights: Retirement Plans
Week ending October 17, 2025
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► 9 New Job Opportunities
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Time to Catch-Up (Again!): IRS Finalizes Catch-Up Regulations
Seyfarth Shaw
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Qualified Retirement Plans Agenda (PDF)
DLA Piper
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State Tax Treatment of 529-to-Roth IRA Rollovers
Slott Report
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DOL Greenlights Managed Account-Based Lifetime Income Offering
Morgan Lewis
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SECURE 2.0: What Plan Sponsors Need to Know Before 2026
Sikich
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Updated Regulatory Agendas Have Few New Retirement Items
Mercer
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Final Catch-up Regulations, Finally
Ferenczy Benefits Law Center
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Law Firm Faces Fine for Sharing Confidential Information with DOL
PLANSPONSOR; registration may be required
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Impact of the Shutdown on the IRS Guidance Process
Miller & Chevalier
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Be Careful with Amendments to Your Nonqualified Plans
Haynes Boone
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Reasons to Name a Trust as IRA Beneficiary
Slott Report
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Managed Accounts and Investment Advice: What Fiduciaries Should Know
Kutak Rock LLP
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How Prepared Are U.S. Adults for Living Longer, Healthier, Better Lives? (PDF)
John Hancock
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Ninth Circuit Reverses ERISA Penalties Award, Defines Scope of ERISA Disclosure Limits (PDF)
Thomson Reuters / EBIA
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Eleventh Circuit Reaffirms Strict ERISA Exhaustion Requirement for Fiduciary-Breach Claims
Roberts Disability Law
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[Opinion]
Humble Arithmetic, Common Sense, and Fiduciary Responsibility vs. In-Plan Annuities
The Prudent Investment Adviser Rules
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Employee Benefits Jobs
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