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Weekly Highlights: Retirement Plans
Week ending March 27, 2026
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► 12 New Job Opportunities
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Text of IRS Notice 2026-23: Public Recommendations Invited on Items to Be Included on the 2026-2027 Priority Guidance Plan (PDF)
Internal Revenue Service [IRS]
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Text of IRS Publication 1099: General Instructions for Certain Information Returns for Use in Preparing 2026 Returns (PDF)
Internal Revenue Service [IRS]
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Back to the Future: DOL Reinstates 1975 Fiduciary Test
Snell & Wilmer
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DOL Rolls Back 2024 Fiduciary Rule and 2020 Interpretation of Five-Part Test
Groom Law Group
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A Retirement Plan Sponsor's Guide to Nondiscrimination Testing: Which Plans Are Affected, Which Are Exempt, and What Testing Entails
Milliman
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Qualified Domestic Relations Orders: A Practical Guide to Dividing PBGC Benefits in Divorce (PDF)
Pension Benefit Guaranty Corporation [PBGC]
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USPS Postmark Changes Could Affect Employee Benefit Plans
Mercer
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Washington State Bans All Noncompetes and Takes a Swipe at Traps, Clawbacks, and Forfeitures
Littler
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Proposed DOL Rule Would Amend the Rules Related to Electronic and Paper Disclosures for Retirement Plans
Smith, Gambrell & Russell, LLP
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DOL Finally Delivers Proposed SECURE 2.0 E-Disclosure Rule Changes
Mercer
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Sixth Circuit Says Reasonable Assumptions Must Be Used for QJSA 'Actuarial Equivalence'
Cheiron
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Target-Date Family Targeted in Tsunami of Recent 401(k) Underperformance Lawsuits
American Retirement Association [ARA]
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CRS In Focus: A Visual Depiction of the Shift from DB to DC Pension Plans in the Private Sector
Congressional Research Service [CRS]
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2026 Cash Balance Plan Report (PDF)
October Three Consulting
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How Retirement Fiduciaries Can Help Health Plan Fiduciaries
PLANADVISER
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Employee Benefits Jobs
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Economist
Employee Benefits Security Administration [EBSA]
Washington DC / Hybrid
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