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Weekly Highlights: Retirement Plans
Week ending
September 17, 2021
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► 17 New Job Opportunities
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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]
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Text of DOL Proposed Rule: Form 5500 Annual Reporting and Disclosure
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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Text of PBGC Interest Rate Assumptions for Valuing Benefits in Single-Employer Plans, Fourth Quarter 2021
Pension Benefit Guaranty Corporation [PBGC]
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IRS Announces Tax Relief for North Carolina Victims of Remnants of Tropical Storm Fred
Internal Revenue Service [IRS]
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IRS Disaster Relief Notice PA-2021-05, for Pennsylvania Victims of Hurricane Ida
Internal Revenue Service [IRS]
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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]
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IRS Issue Snapshot: Calculation of Plan Compensation for Sole Proprietorships
Internal Revenue Service [IRS]
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IRS Issue Snapshot: Combined Limits Under Section 404(a)(7)
Internal Revenue Service [IRS]
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Agencies Propose SECURE Act and Other Revisions to Form 5500
Thomson Reuters / EBIA
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Defined Contribution Plans: Challenges and Opportunities for Plan Sponsors
Jeffery V. Bailey, CFA, and Kurt D. Winkelmann, for CFA Institute Research Foundation
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Analyzing the BrightScope Defined Contribution Plan Data in the Context of Excessive Fee Lawsuits
Euclid Specialty Managers
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Handling Missing Participants: Make and Follow a Written Procedure
Watkins Ross
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How to Handle Failed or Invalid Rollovers
Retirement Learning Center, LLC
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DOL Proposal Throws Cold Water on Group-of-Plans Model
RPA Convergence
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Ways and Means Takes Aim at Mega-Roths and Backdoor IRAs
National Tax-Deferred Savings Association [NTSA]
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IRS Extends Relief for Remote Notarization Through June 2022 (PDF)
Groom Law Group, via Taxes the Tax Magazine
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Seventh Circuit: ERISA Claims Are Arbitrable But Arbitration Provision Forbidding Plan-Wide Relief Is Unenforceable
Roberts Disability Law
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[Opinion]
How Long Should You Plan to Live?
Ken Steiner, FSA Retired
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Employee Benefits Jobs |
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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
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Actuary
The Retirement Advantage, Inc. (TRA)
Remote
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Economist
Employee Benefits Security Administration [EBSA]
Remote / Washington DC
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