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Weekly Highlights: Retirement Plans
Week ending February 13, 2026
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► 9 New Job Opportunities
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Draft of Instructions for IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)
Internal Revenue Service [IRS]
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Draft of IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans), for Use in Preparing 2025 Returns (PDF)
Internal Revenue Service [IRS]
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Almost 20 Years of Section 409A: Is Your Documentation Still in Sync?
Seyfarth
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IRS Employee Plans News, February 10
Internal Revenue Service [IRS]
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Roth Catch-Up Contributions: Final Regs and 415(c) Interactions
American Society of Enrolled Actuaries [ASEA]
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Mandatory Cash-Outs: Limits, Notices and Timing
Newfront
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Seventh Circuit Rules Attempted Retirement Plan Beneficiary Change Failed Substantial Compliance Test
Hinshaw & Culbertson LLP
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Courts Scrutinize ERISA Fiduciary Process: Are You Prepared?
Hall Benefits Law in Bloomberg Tax
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The Decumulation Dilemma: Deciding Between a Lump Sum vs. an Annuity
MetLife
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Whatever Happened to the ERISA Advisory Council?
American Retirement Association [ARA]
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ERISA Defendants See Unexpected Boost from Supreme Court Worker Win
Bloomberg Law
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Beneficiary Designations: The Estate Planning Detail Executives Can't Afford to Miss
Cohen & Buckmann, P.C.
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Fifth Circuit Is the Latest Federal Appellate Court to Find ERISA Plan Arbitration Clause Unenforceable
Mayer Brown
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Still Working in Retirement? Watch Out for These Social Security and Medicare Tax Traps
Morningstar
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[Opinion]
ERISA Fiduciary Litigation in 2025: Plaintiff Law Firms Continue the Frenetic Pace, With Broader Allegations Against Both Retirement Plans and Health Plans
Encore Fiduciary
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[Opinion]
Americans Now Have Much More Money in IRAs Than 401(k)s, Which Leaves Workers More Vulnerable
Alicia H. Munnell, Center for Retirement Research [CRR] at Boston College
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Employee Benefits Jobs
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