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Weekly Highlights: Retirement Plans
Week ending October 24, 2025
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► 14 New Job Opportunities
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Draft of Instructions for IRS Form 8881: Credits for Small Employer Pension Plan Startup Costs, Contributions, Auto-Enrollment, and Military Spouse Participation (PDF)
Internal Revenue Service [IRS]
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Draft of IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)
Internal Revenue Service [IRS]
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Social Security Announces 2.8 Percent Benefit Increase for 2026
U.S. Social Security Administration [SSA]
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IRS Catches Up on Roth Catch-Up Regulations: Action Needed Now
Calfee, Halter & Griswold LLP
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2025 Retirement Plan Year-End Amendments and Operational Compliance
Groom Law Group
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Things to Worry About, Part 23: Pooled Employer Plans and DOL RFI
FredReish.com
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Upcoming Deadline for Tax-Exempt 457(b) Plan Sponsors
Nixon Peabody LLP
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Retirement Plan Amendments: Are You Sure You Know Your Deadline?
Spencer Fane
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DOL Approves Lifetime Income Product as a Default Investment Option in ERISA 401(k) Plans (PDF)
Willkie Farr & Gallagher LLP
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IRS Issues Final Regs on Mandatory Roth Catch-Up Contributions
Jackson Lewis P.C.
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Mandatory Roth 401(k) and 403(b) Catch-Up Contributions
Ivins, Phillips & Barker
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Lost and Not Yet Found: Plan Sponsors' Duties Regarding Missing or Unresponsive Plan Participants (PDF)
Sidley Austin LLP in Employee Benefit Plan Review
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DOL Considers Application of QDIA Rules to Investment Option Providing 'Guaranteed Lifetime Withdrawal Benefit' (PDF)
Thomson Reuters / EBIA
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Retirement Plan Disaster Assistance May Be Available for Recent Disasters
Ascensus
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Eleventh Circuit Ruling Could Unravel Strict ERISA Exhaustion Rule
Cohen Milstein
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Are Plan Sponsors Ready for Roth Catch-Ups?
American Retirement Association [ARA]
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Retirement Throughout the Ages: The American Middle Class (PDF)
Transamerica Center for Retirement Studies
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2026 Social Security COLA Is 2.8%: What You Need to Know
Kiplinger
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Employee Benefits Jobs
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