SAL TRIPODI - TRI Pension Services
Your Employee Retirement Income Security Act Resource

Pension News - What's New in 2023?

The following list tracks important guidance that are released during 2023. Except where noted, these items are summarized in detail, with appropriate commentary, in our quarterly newsletter, eRISA Update. See our Newsletters page to sign up for eRISA Update.

Last Updated: November 3, 2023

Legislative Developments

  • None

Treasury Regulations

IRS Guidance

IRS Informal Rulings, Letters or other "Soft" Guidance

  • Participants who have reached in-service distribution age may be treated as retirees for purposes of taking withdrawals from IRC §401(h) retiree medical account [Citation: PLR 202305001 (dated November 4, 2022; released February 3, 2023)]
    Text available at

DOL Regulations

DOL Formal Guidance/Prohibited Transaction Exemptions

  • None

PBGC Regulations and Other Guidance

EBSA Advisory Opinions, Field Assistance Bulletins and other informal guidance from the DOL

ERISA Litigation

Miscellaneous Guidance

  • None

Pension News Quick Links


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