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KNOWLEDGEABLE SOURCES.



    



LATEST MARKETPLACE NEWS



Announcing the 2022 NAPA Top DC Advisor Teams

OneDigital Acquires Renee and Chris Scherzer's 401k, Benefits Firms

Transamerica Partners With Cetera on Pooled Retirement Plan

CAPTRUST Acquires $5.8B RIA Firm

Creative Planning Acquires Telarray Advisors

ForUsAll to Offer 401k Crypto Investments Via CoinDesk Indices

Willis Towers Watson Rolls Out Pooled Employer Plan

401k Averages Book 23rd Edition Released

Putnam Brings ESG-Focused TDFs to DC Plan Sponsors



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LATEST PUBLISHED ARTICLES, PAPERS, AND RESEARCH FROM ACROSS THE WEB




IRS ISSUES PROPOSED REGULATIONS REGARDING USE OF FORFEITURES IN TAX-QUALIFIED
PLANS



Some of the IRS regulations dealing with tax-qualified plans predate ERISA and
subsequent federal tax legislation and have become outdated. However, sometimes
it takes IRS a long time to update its regulations to reflect current laws. On
February 24, 2023, the IRS issued proposed regulations addressing one such
outdated regulation.

Source: Wagnerlawgroup.com, March 2023


STATE ANTI-ESG COALITION CLARIFIES POLICY GOALS



A coalition of 19 states, led by Florida's Republican Governor Ron DeSantis,
signed an open letter declaring their opposition to the use of environmental,
social, and governance factors in government investing and outlined legislative
priorities to that effect. The alliance highlighted the prohibition of ESG
factors in government investing decisions and the use of "social credit scores."

Source: Plansponsor.com, March 2023


DISTRICT COURTS REACH OPPOSITE CONCLUSIONS ON 401K EXCESSIVE FEE CLAIMS



A district court in the Southern District of Ohio and one in the Western
District of Wisconsin reached opposite conclusions on motions to dismiss claims
for fiduciary breach based on allegations that recordkeeping fees were
unreasonably high. Dismissal was granted in Sigetich v. The Kroger Co., but the
dismissal was denied in Lucero v. Credit Union Retirement Plan Association.
Although the disparate results can arguably be rationalized by the underlying
facts in each case, the opinions show that district courts continue to apply
inconsistent principles in adjudicating these claims at the motion to dismiss
stage.

Source: Erisapracticecenter.com, March 2023


SECURE 2.0: TREATING STUDENT LOANS AS ELECTIVE DEFERRALS



SECURE 2.0 was signed into law in December 2022 as part of the Consolidated
Appropriations Act of 2023. Effective for plan years beginning after 2023,
certain types of plans containing elective deferral features may choose to treat
student loan payments as elective deferrals and make matching contributions on
those amounts. These optional provisions are available to 401k plans, 403b
plans, SIMPLE IRAs, and governmental 457b plans.

Source: Boutwellfay.com, March 2023


LABOR TIGHTNESS DRIVES MORE IMMEDIATE ELIGIBILITY FOR RETIREMENT DEFERRALS



New Vanguard data shows that 72% of employers allowed for immediate eligibility
of retirement saving deferrals in 2021, an increase over the past decade from
58% in 2012, according to its research paper, "The Changing Workforce."

Source: Planadviser.com, March 2023


LINKEDIN WILL PAY OUT $6.75 MILLION FOR 401K PARTICIPANT COMPLAINT



LinkedIn Corp. settled for $6.75 million in a 401k excessive fee complaint made
in August 2020, according to court filings. The social media company settled
over allegations made by participants of its 401k profit-sharing plan and trust
that it did not try to reduce plan expenses or scrutinize investment options
closely enough within the plan, according to a settlement agreement filed on
March 3 in the U.S. District Court for the Northern District of California.

Source: Planadviser.com, March 2023


IRS PROPOSED RULE: FORFEITURES IN RETIREMENT PLANS



The IRS released a proposed rule on the use and timing of forfeitures in
retirement plans. It was published in the Federal Register on February 27, 2023.
The proposed regulation provides clarification of the use of forfeitures for
retirement plans subject to the minimum funding requirements as well as the
deadline for the use of forfeitures in DC plans.

Source: Pkfod.com, March 2023


FLORIDA GOV. DESANTIS TO FORM ANTI-ESG STATE COALITION



Fla. Gov. Ron DeSantis will announce an alliance with 18 states Thursday to
"push back against President Biden's environmental, social, corporate governance
(ESG) agenda." The Washington Examiner, citing an unreleased press statement it
previewed, said each state would commit to "efforts to protect individuals from
the ESG movement" and consider divesting state assets and pension funds from
companies that adhere to ESG tenets, the paper reported.

Source: Napa-net.org, March 2023

More Articles, Papers, and Research »



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COLLECTED WISDOM™



Our researchers look for what they think are some of the better resources
available to assist you in administering your plan or helping your clients. We
group these resources in our COLLECTED WISDOM™ topics to make it easy for you to
locate the information you need. Each item in a category contains a summary and
date of when it was placed in the group.

We also maintain some older material in these collections for perspective and
context.

Go to Collected Wisdom »



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TOOLS AND RESOURCES



Calculators, charts, samples, directories and other resources to help you run
and manage your plan or practice.

Go to Tools and Resources »

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