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Weekly Highlights: Retirement Plans
Week ending November 7, 2025
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► 12 New Job Opportunities
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Draft of IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs), for Use in Preparing 2025 Returns (PDF)
Internal Revenue Service [IRS]
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Draft of IRS Publication 939: General Rule for Pensions and Annuities (PDF)
Internal Revenue Service [IRS]
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Draft of 2026 IRS Publication 15-A: Employer's Supplemental Tax Guide (PDF)
Internal Revenue Service [IRS]
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Text of 2025 IRS Form 8880: Credit for Qualified Retirement Savings Contributions (PDF)
Internal Revenue Service [IRS]
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IRS Issues Roth Catch-Up Contribution Rules for Highly Paid Participants
Ogletree Deakins
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SECURE 2.0 Update: Roth Catch-Up Contributions in 2026
Quarles & Brady LLP
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Year-End Compliance for Retirement Plan Sponsors: 2025
Segal
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Key Takeaways from Final Catch-Up Regulations
Hanson Bridgett LLP
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Identifying High-Income Earners for the Roth Catch-Up Mandate
WTW
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An Employer's Practical Guide to 401(k) Plan Catch-Up Contribution Changes for 2026
Baker Donelson
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The Evolution of Defined Contribution Plan Class Action Litigation in 2025
Mayer Brown
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2025 Retirement Study: The Retirement Landscape Is Ready for a Change (PDF)
Allspring Global
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Reasons to Roll Over Your 401(k) Into an IRA (And Reasons Not To)
Kiplinger
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Proposal Would Mandate Employer Contributions
401(k) Specialist
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How Roth Conversions, Senior Deductions and Taxes Affect Social Security Claiming
ThinkAdvisor
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The Retirement Saving and Income Handbook, 2025
Insured Retirement Institute [IRI]
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[Opinion]
Let's Stop Shaming the Claiming
Nevin Adams in Data 'Points'
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[Opinion]
The Forgotten Promise: Why PBGC Retirement Benefit Guarantees Should Continue After Pension Risk Transfer Transactions (PDF)
Ivins, Phillips & Barker
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[Opinion]
Courts Keep Ignoring the Dangers of Pension Risk Transfer Annuities: Why These Cases Must Be Appealed
The Commonsense 401(k) Project
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Employee Benefits Jobs
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