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Weekly Highlights: Retirement Plans

Week ending September 17, 2021

17 New Job Opportunities

 

Text of DOL, IRS and PBGC Proposed Revisions to Form 5500 Annual Information Return/Reports

U.S. Department of Labor [DOL]; Internal Revenue Service [IRS]; and Pension Benefit Guaranty Corporation [PBGC]

Text of DOL Proposed Rule: Form 5500 Annual Reporting and Disclosure

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]

Text of PBGC Interest Rate Assumptions for Valuing Benefits in Single-Employer Plans, Fourth Quarter 2021

Pension Benefit Guaranty Corporation [PBGC]

IRS Announces Tax Relief for North Carolina Victims of Remnants of Tropical Storm Fred

Internal Revenue Service [IRS]

IRS Disaster Relief Notice PA-2021-05, for Pennsylvania Victims of Hurricane Ida

Internal Revenue Service [IRS]

DOL Fact Sheet: SECURE Act and Related Revisions to Employee Benefit Plan Annual Reporting on the Form 5500 (PDF)

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]

IRS Issue Snapshot: Calculation of Plan Compensation for Sole Proprietorships

Internal Revenue Service [IRS]

IRS Issue Snapshot: Combined Limits Under Section 404(a)(7)

Internal Revenue Service [IRS]

Agencies Propose SECURE Act and Other Revisions to Form 5500

Thomson Reuters / EBIA

Defined Contribution Plans: Challenges and Opportunities for Plan Sponsors

Jeffery V. Bailey, CFA, and Kurt D. Winkelmann, for CFA Institute Research Foundation

Analyzing the BrightScope Defined Contribution Plan Data in the Context of Excessive Fee Lawsuits

Euclid Specialty Managers

Handling Missing Participants: Make and Follow a Written Procedure

Watkins Ross

How to Handle Failed or Invalid Rollovers

Retirement Learning Center, LLC

DOL Proposal Throws Cold Water on Group-of-Plans Model

RPA Convergence

Ways and Means Takes Aim at Mega-Roths and Backdoor IRAs

National Tax-Deferred Savings Association [NTSA]

IRS Extends Relief for Remote Notarization Through June 2022 (PDF)

Groom Law Group, via Taxes the Tax Magazine

Seventh Circuit: ERISA Claims Are Arbitrable But Arbitration Provision Forbidding Plan-Wide Relief Is Unenforceable

Roberts Disability Law

[Opinion]

How Long Should You Plan to Live?

Ken Steiner, FSA Retired

Employee Benefits Jobs

View job as Retirement Plan Consultant
for DWC - The 401(k) Experts Retirement Plan Consultant

DWC - The 401(k) Experts

Remote

View job as Retirement Plan Consultant for DWC - The 401(k) Experts

View job as DC Plan Administrator
for Farmer & Betts, Inc. DC Plan Administrator

Farmer & Betts, Inc.

Remote / Tacoma WA / CO / OR

View job as DC Plan Administrator for Farmer & Betts, Inc.

View job as Senior Retirement Plan Administrator
for TPS Group Senior Retirement Plan Administrator

TPS Group

Remote / Buffalo NY

View job as Senior Retirement Plan Administrator for TPS Group

View job as Retirement Client Services Manager
for Newport Retirement Client Services Manager

Newport

Remote / Folsom CA / Chicago IL / Saint Petersburg FL / Lake Mary FL / La Crosse WI / Charlotte NC / Mobile AL / Overland Park KS / Dallas TX / West Des Moines IA / Los Angeles CA / Pittsburgh PA

View job as Actuary
for The Retirement Advantage, Inc. (TRA) Actuary

The Retirement Advantage, Inc. (TRA)

Remote

View job as Health Insurance Specialist
for Centers for Medicare & Medicaid Services [CMS] Health Insurance Specialist

Centers for Medicare & Medicaid Services [CMS]

Remote / Woodlawn MD / Bethesda MD

View job as Economist
for Employee Benefits Security Administration [EBSA] Economist

Employee Benefits Security Administration [EBSA]

Remote / Washington DC

View job as ESOP Retirement Account Administrator, Senior
for Alerus ESOP Retirement Account Administrator, Senior

Alerus

Remote

View job as Retirement Account Administrator
for Alerus Retirement Account Administrator

Alerus

Remote

View job as Internal Sales Specialist
for Newport Internal Sales Specialist

Newport

Charlotte NC / Folsom CA

View job as Employee Benefits Associate
for Willcox & Savage, P.C. Employee Benefits Associate

Willcox & Savage, P.C.

Norfolk VA

View job as Document Specialist
for The Retirement Advantage, Inc. Document Specialist

The Retirement Advantage, Inc.

Remote

View job as Plan Administration Manager, Client Services
for The Retirement Advantage, Inc. Plan Administration Manager, Client Services

The Retirement Advantage, Inc.

Remote

View job as Retirement Plan Benefits Consultant
for Compass Retirement Consulting Group Retirement Plan Benefits Consultant

Compass Retirement Consulting Group

Remote / Stratham NH

View job as Retirement Distribution Processor, Senior
for Alerus Retirement Distribution Processor, Senior

Alerus

Remote

View job as Senior Retirement Analyst
for Dunbar, Bender & Zapf, Inc. Senior Retirement Analyst

Dunbar, Bender & Zapf, Inc.

Remote / Pittsburgh PA

View job as Retirement Benefits Administrator
for Blue Benefits Consulting Retirement Benefits Administrator

Blue Benefits Consulting

Columbus OH

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