Defined Contribution/401(k) Plan Reform

Legislative | Regulatory | Judicial | Webinars | News Releases

LEGISLATIVE

Source Documents

Bill
SECURE 2.0 Technical Corrections Act (Discussion Draft)

Sunday, December 31, 2023

Class Action Complaint in Macias et al. v. Sisters of Charity of Leavenworth Health System before the U.S. District Court for the District of Colorado

Tuesday, June 13, 2023

Correspondence
Letter from Senate Finance Committee and House Ways and Means Committee to Treasury/IRS Regarding SECURE 2.0 Clarifications and Technical Corrections

Tuesday, May 23, 2023

( 169 ) More

Council Materials

Correspondence
Group Letter to Congress Urging Passage of SECURE 2.0 Technical Corrections Bill

Wednesday, July 24, 2024

Board Document
May 2024 Policy Board of Directors Meeting: Board Report: Retirement Policy - An Election and What to Expect Next

Friday, May 17, 2024 doc is secured, login to view or you may not have permissions under current account

Talking Points
Council Comments on SECURE 2.0 Technical Corrections Act Discussion Draft

Friday, January 12, 2024

( 229 ) More

REGULATORY

Source Documents

Regulation/Guidance
NFFR for the Form 5500, as published in the federal register

Monday, February 27, 2023

Official Summary
SEC Fact Sheet on Proposed Regulations Regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing (Including Hard 4 p.m. Close)

Wednesday, November 2, 2022

Regulation/Guidance
SEC Proposed Regulations Regarding Open-End Fund Liquidity Risk Management Programs and Swing Pricing (Including Hard 4 p.m. Close)

Wednesday, November 2, 2022

( 146 ) More

Council Materials

Council Summary
Summary of IRS Guidance on SECURE 2.0 Overpayment Provision

Monday, October 21, 2024 doc is secured, login to view or you may not have permissions under current account

Council Summary
Summary of Guidance on Long-Term, Part-Time Employees in 401(k), 403(b) Plans

Tuesday, October 8, 2024 doc is secured, login to view or you may not have permissions under current account

Chart
Agency Guidance to Date on the SECURE 2.0 Act (Courtesy of Davis & Harman LLP)

Thursday, September 12, 2024 doc is secured, login to view or you may not have permissions under current account

( 197 ) More

JUDICIAL

Source Documents

Legal Decision
District Court Ruling in BlackRock 401(k) Suit

Wednesday, July 10, 2024

Legal Decision
U.S. District Court for the Southern District of New York Opinion and Order in Antoine v. Marsh & McLennan

Saturday, September 30, 2023

Legal Decision
U.S. District Court for the Northern District of Texas (Amarillo Division) Memorandum Opinion and Order in Utah v. Walsh

Thursday, September 21, 2023

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Council Materials

Amicus Brief
Council Amicus Brief before the U.S. Supreme Court Requesting Cert in Bugielski v. AT&T

Thursday, May 9, 2024

Council Summary
Summary of U.S. District Court for the Northern District of Texas Ruling in Spence v. American Airlines

Wednesday, February 28, 2024 doc is secured, login to view or you may not have permissions under current account

Amicus Brief
Council Amicus Brief before the U.S. 9th Circuit Court of Appeals in Bugielski v. AT&T

Monday, September 11, 2023

( 50 ) More

WEBINARS / NEWS RELEASES

WEBINARS

Benefits Briefing Presentation Slides: SECURE 2.0, Part II Answering Your Questions

Thursday, February 2, 2023 doc is secured, login to view or you may not have permissions under current account

Benefits Briefing Webinar Slides: Overview of SECURE 2.0

Tuesday, January 10, 2023 doc is secured, login to view or you may not have permissions under current account

Benefits Briefing Webinar Notice: Update on SECURE 2.0 Retirement Legislation

Thursday, May 26, 2022 doc is secured, login to view or you may not have permissions under current account

( 40 ) More

NEWS RELEASES

IRS Roth catch-up contribution guidance represents welcome relief for plan sponsors

Friday, August 25, 2023

225+ companies urge Congress, Treasury: delay new catch-up contributions requirement

Thursday, June 29, 2023

Council applauds committee approval of EARN Act: Passage of bipartisan retirement policy legislation essential for modernizing employee savings

Wednesday, June 22, 2022

( 35 ) More

Our Issues

Retirement : Defined Contribution/401(k) Plan Reform

LEGISLATIVE

Source Documents

Council Materials

REGULATORY

Source Documents

Council Materials

JUDICIAL

Source Documents

Council Materials

WEBINARS / NEWS RELEASES

WEBINARS

NEWS RELEASES