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Weekly Highlights: Retirement Plans

Week ending May 20, 2022

33 New Job Opportunities

 

Text of Final Forms and Instructions for Forms 5500 and 5500-SF for Plan Years Beginning on and After January 1, 2022

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]; Internal Revenue Service [IRS]; and Pension Benefit Guaranty Corporation [PBGC]

Text of IRS Notice 2022-25: Weighted Average Interest Rates, Yield Curves, and Segment Rates for May 2022 (PDF)

Internal Revenue Service [IRS]

2023 Mortality Tables Update and Proposed Regulation Changes to Funding Mortality Tables

ASC

IRS Extends Temporary Relief from Spousal Consent Physical Presence Requirement

October Three Consulting

457(b) Deferred Compensation Plans: Fiduciary Duties and How to Mitigate Potential Risks

McDermott Will & Emery

Federal District Courts Disagree on Compelling Individual Arbitration of ERISA Class Action

Faegre Drinker, via American Bar Association

Congress Considers Banning Discretionary Clauses in ERISA Plans

Littler

Forecast of 2023 IRS Limits for Qualified Plans

Milliman

SECURE 2.0 Means Change May Be Coming for Retirement Plans (PDF)

King & Spalding, via Law360

Complexities Abound with SECURE 2.0

Milliman

SECURE 2.0 Surprises for Plan Sponsors and TPAs: Accelerated Long-Term, Part-Timer Savings Plan Eligibility

Milliman

SECURE 2.0 Surprise: The Roth Catch-Up Contribution and Roth Employer Match Proposal

Milliman

65-Year-Old Couple Retiring Today Will Need an Average of $315,000 for Medical Expenses

Fidelity

Ready for a Sale? Prepare Executive Compensation Arrangements and Employee Benefit Plans

Morgan Lewis

[Opinion]

Fidelity Freedom Funds Are 'Unsuitable' in One 'Excessive' Fee Lawsuit, But an 'Excellent' and More Prudent Alternative in Another

Euclid Specialty Managers

Employee Benefits Jobs

View job as Director- Employee Health Plan
for Indiana University Health Director- Employee Health Plan

Indiana University Health

Indianapolis IN

View job as Director- Employee Health Plan
for Indiana University Health

View job as Retirement Plan Administrator
for Hessel & Associates, LLC Retirement Plan Administrator

Hessel & Associates, LLC

Remote / IL

View job as Retirement Plan Administrator
for Hessel & Associates, LLC

View job as Retirement Plan Administrator
for Retirement Solutions Specialists, LLC Retirement Plan Administrator

Retirement Solutions Specialists, LLC

Remote / Jacksonville FL

View job as Retirement Plan Administrator
for Retirement Solutions Specialists, LLC

View job as Fund Reconciliation and Reorg Analyst
for Ubiquity Retirement + Savings Fund Reconciliation and Reorg Analyst

Ubiquity Retirement + Savings

Remote / San Francisco CA

View job as Fund Reconciliation and Reorg Analyst
for Ubiquity Retirement + Savings

View job as Sr. Actuarial Analyst
for Newport Sr. Actuarial Analyst

Newport

Chicago IL / Dallas TX

View job as Sr. Actuarial Analyst
for Newport

View job as Compliance Analyst
for Newport Compliance Analyst

Newport

Remote

View job as Compliance Analyst
for Newport

View job as ESOP Manager
for Newport ESOP Manager

Newport

Remote

View job as ESOP Manager
for Newport

View job as ESOP Analyst
for Newport ESOP Analyst

Newport

Remote / MI

View job as ESOP Analyst
for Newport

View job as Form 5500 Specialist
for Guideline, Inc. Form 5500 Specialist

Guideline, Inc.

Remote / CA / CO / FL / GA / MA / MD / ME / MI / MO / NC / NJ / NY / OH / OR / PA / SC / TN / TX / WA

View job as Form 5500 Specialist
for Guideline, Inc.

View job as Sr Plan Compliance Consultant
for T. Rowe Price Sr Plan Compliance Consultant

T. Rowe Price

Colorado Springs CO

View job as Sr Plan Compliance Consultant
for T. Rowe Price

View job as Enrollment Coordinator
for Associated Pension Services, Inc. Enrollment Coordinator

Associated Pension Services, Inc.

Arlington Heights IL

View job as Enrollment Coordinator
for Associated Pension Services, Inc.

View job as Employee Benefits Senior Consultant
for Plante Moran Employee Benefits Senior Consultant

Plante Moran

Remote / CO / IL / MI / OH

View job as Employee Benefits Senior Consultant
for Plante Moran

View job as Benefits Services Manager
for The City University of New York Benefits Services Manager

The City University of New York

Remote / New York NY

View job as Retirement Plan Account Manager
for Rapidly Growing Client-Centric Firm Retirement Plan Account Manager

Rapidly Growing Client-Centric Firm

Remote

View job as Retirement Plan Consultant
for Definiti LLC Retirement Plan Consultant

Definiti LLC

Remote

View job as Retirement Plan Consultant
for Definiti LLC

View job as Associate Attorney
for Kraw Law Group Associate Attorney

Kraw Law Group

Remote / Mountain View CA

View job as Client Relationship Manager
for Human Interest Client Relationship Manager

Human Interest

Remote / San Francisco CA

View job as Client Relationship Manager
for Human Interest

View job as Enrollment Systems Analyst
for The Standard Enrollment Systems Analyst

The Standard

Remote / Brookfield WI

View job as Enrollment Systems Analyst
for The Standard

View job as Customer Integration Analyst II
for The Standard Customer Integration Analyst II

The Standard

Remote / Brookfield WI

View job as Customer Integration Analyst II
for The Standard

View job as Counsel / Assistant Division Director
for CT Office of the State Comptroller Counsel / Assistant Division Director

CT Office of the State Comptroller

Remote / Hartford CT

View job as Sales Consultant
for Leading Retirement Solutions LLC Sales Consultant

Leading Retirement Solutions LLC

Remote / Seattle WA

View job as Sales Consultant
for Leading Retirement Solutions LLC

View job as Quality Assurance Specialist
for ERISA Services, Inc. Quality Assurance Specialist

ERISA Services, Inc.

Knoxville TN

View job as Quality Assurance Specialist
for ERISA Services, Inc.

View job as Billing and Accounts Receivable Specialist
for ERISA Services, Inc. Billing and Accounts Receivable Specialist

ERISA Services, Inc.

Knoxville TN

View job as Billing and Accounts Receivable Specialist
for ERISA Services, Inc.

View job as Recordkeeping Specialist
for Definiti LLC Recordkeeping Specialist

Definiti LLC

Remote

View job as Recordkeeping Specialist
for Definiti LLC

View job as Recordkeeping Processor
for Definiti LLC Recordkeeping Processor

Definiti LLC

Remote

View job as Recordkeeping Processor
for Definiti LLC

View job as Defined Contribution Plan Administrator
for MGKS Defined Contribution Plan Administrator

MGKS

Remote / Phoenix AZ

View job as Defined Contribution Plan Administrator
for MGKS

View job as Defined Contribution Plan Administrator (Entry Level)
for MGKS Defined Contribution Plan Administrator (Entry Level)

MGKS

Remote / Phoenix AZ

View job as Defined Contribution Plan Administrator (Entry Level)
for MGKS

View job as Consulting Actuary - Mid-size Plan Market
for Definiti LLC Consulting Actuary - Mid-size Plan Market

Definiti LLC

Remote

View job as Consulting Actuary - Mid-size Plan Market
for Definiti LLC

View job as Director, Retirement Plan Services
for Definiti LLC Director, Retirement Plan Services

Definiti LLC

Remote

View job as Director, Retirement Plan Services
for Definiti LLC

View job as Manager Compensation
for MTA Headquarters Manager Compensation

MTA Headquarters

New York NY

View job as Manager Compensation
for MTA Headquarters

View job as Director Compensation
for MTA Headquarters Director Compensation

MTA Headquarters

New York NY

View job as Director Compensation
for MTA Headquarters

View job as RPS Client Account Manager
for T. Rowe Price RPS Client Account Manager

T. Rowe Price

Remote

View job as RPS Client Account Manager
for T. Rowe Price

View job as Distribution Processor
for Duncan Financial Group, LLC Distribution Processor

Duncan Financial Group, LLC

Remote / Irwin PA

View job as Distribution Processor
for Duncan Financial Group, LLC

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