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Weekly Highlights: Retirement Plans
Week ending
January 14, 2022
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► 25 New Job Opportunities
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Text of 2021 Instructions for IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (PDF)
Internal Revenue Service [IRS]
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Text of PBGC Inspector General Report: PBGC Can Improve Effectiveness of the Missing Participants Program (PDF)
Office of Inspector General [OIG], Pension Benefit Guaranty Corporation [PBGC]
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Text of PBGC Inflation-Adjusted Civil Penalties
Pension Benefit Guaranty Corporation [PBGC]
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Text of Draft IRS Publication 15-A: Employer's Supplemental Tax Guide, for Use in 2022 (PDF)
Internal Revenue Service [IRS]
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IRS Disaster Relief Notice WA-2022-01, for Victims of Washington State Flooding and Mudslides
Internal Revenue Service [IRS]
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Form 5500 Updates Address MEPs and More
Mercer
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PTE 2020-02 Compliance: Avoiding Common Mistakes
Faegre Drinker
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DOL Increases Civil Money Penalties for 2022
Thomson Reuters Practical Law
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Text of DOL Inspector General Report to Congress, Including Findings and Recommendations for EBSA (PDF)
Office of Inspector General [OIG] for the U.S. Department of Labor [DOL]
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T. Rowe Price to Pay $7 Million, Add Brokerage Window to 401(k)
Bloomberg Law
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District Court Weighs In on Private Equity and Hedge Funds in 401(k) Plans
Debevoise & Plimpton LLP
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Defensive Plan Provisions Might Mitigate ERISA Lawsuits
PLANSPONSOR; free registration may be required
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Surviving a DOL Cybersecurity Audit: A Preparedness Checklist for Plan Fiduciaries
McDonald Hopkins, via Bloomberg Tax's Tax Management Compensation Planning Journal
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Considerations for Plan Sponsors Mulling SDBAs
American Retirement Association [ARA]
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Distributing Assets When an Unrelated Employer Leaves a Multiple Employer Plan
Greensfelder
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Taxes in Retirement: How All 50 States Tax Retirees
Kiplinger
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Terms of SPD Created Enforceable Promises Under State Law Despite At-Will Employment Status
Faegre Drinker
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Guide to Church Retirement Plans, Part 1
Milliman
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ESOP Internal Trustee Fiduciary Liability: Swords and Shields
McDermott Will & Emery
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Employee Benefits Jobs |
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Retirement Relationship Manager - 401(k), 403(b)
Newport
Remote / Folsom CA / Saint Petersburg FL / Lake Mary FL / Chicago IL / West Des Moines IA / Overland Park KS / Minneapolis MN / Lake Mary FL / Charlotte NC / Greensboro NC / De Pere WI / La Crosse WI / AZ / CO / GA / MA / MD / MI / MO / NJ / NY / OH / SC / TX / VA
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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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