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Weekly Highlights: Retirement Plans
Week ending June 26, 2026
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► 10 New Job Opportunities
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This is the final edition of the Weekly Highlights: Retirement Plans. Thank you to all who have made it possible.
The message boards and the job board will continue to operate. Please join us there.
Dave and Lois Baker
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Text of 2026 Instructions for IRS Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)
Internal Revenue Service [IRS]
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Text of IRS OPR Bulletin 2026-19: Introductory Guidelines for Responsible AI Use in Federal Tax Practice
Office of Professional Responsibility [OPR], Internal Revenue Service [IRS]
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DOL Says That Most Trump Accounts Are Not Subject to ERISA
Groom Law Group
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The DOL's New Proposed 'One Paper Statement' Rule Adds Complexity
Retirement Management Services
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Long-Term Care Distributions from Defined Contribution Plans
Groom Law Group
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DOL Clarifies Scope of ERISA Application to Trump Accounts, Related Employer-Facilitated Contribution Programs (PDF)
Thomson Reuters / EBIA
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Retirement Plan Amendment Deadline Looming
Vorys
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Retirement Plan Amendments Due by December 31, 2026
Jackson Lewis P.C.
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Automatic Rollovers Adopted by More Than Half of Plans Surveyed
Plan Sponsor Council of America [PSCA]
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Cash Balance Plans, Part 1: Overview
Burypensions Blog
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Cash Balance Plans, Part 2: Combo Testing
Burypensions Blog
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What Is a Bonus for Purposes of ERISA?
Verrill Dana LLP
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Savings Needed for Healthcare in Retirement (PDF)
Milliman
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The Overlap Between Missing Participants and Unidentified Deaths
National Conference on Public Employee Retirement Systems [NCPERS]
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Third Circuit Rules in Favor of Fiduciaries and Adherence to Good Process
Groom Law Group
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AI-Generated SPDs: Convenience Meets Compliance Risk
Haynes Boone
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[Opinion]
Trump Accounts for Newborns Are Nothing But a Diversion
Alicia H. Munnell, Center for Retirement Research [CRR] at Boston College
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Employee Benefits Jobs
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