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Weekly Highlights: Retirement Plans

Week ending July 1, 2022

21 New Job Opportunities

 

Text of IRS Instructions for Form 5300: Application for Determination for Employee Benefit Plan (PDF)

Internal Revenue Service [IRS]

Text of IRS Notice 2022-31: Changes Made by ARPA to the Election of Alternative Minimum Funding Standards for Community Newspaper Plans (PDF)

Internal Revenue Service [IRS]

IRS No Longer Issuing Rulings on Spin-Term DB Plan Reversions

Mercer

Relief from the One Bad Apple Rule Is Coming, But Not Without a Price (PDF)

Groom Law Group, via Taxes the Tax Magazine

How Retirement Plans Can Correct Required Minimum Distribution Errors

Mercer

IRS Announces Launch of Pre-Examination Compliance Program for Qualified Retirement Plans

Krieg DeVault

Notes from Meeting of Actuaries 'Intersector Group' with Treasury and IRS, May 2022 (PDF)

American Academy of Actuaries, Conference of Consulting Actuaries, Society of Actuaries, and ASPPA College of Pension Actuaries [ACOPA]

The Big Thaw: Why Now Is the Time to Consider Unfreezing Your Defined Benefit Plan

Milliman

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (PDF)

Investment Company Institute [ICI]

Surplus DB Plan Assets Continue to Puzzle IRS and Frustrate Plan Sponsors

Groom Law Group

The Large Plan Form 5500 Filing Dilemma

Newfront

In Matter of First Impression, Eleventh Circuit Holds ERISA Beneficiary Can Recover Monetary Benefits Lost Due to a Breach of Fiduciary Duty

Roberts Disability Law

Health & Welfare Plan and 401(k) Plan Integration Issues in Strategic M&A Transactions: Important Diligence Topics and Best Practices (PDF)

White & Case LLP, via Benefits Law Journal

Senate Panel Approves SECURE 2.0 Bill, Spurs Talks on Final Package

Mercer

Supreme Court's EPA Decision Could Put DOL Rule-Making in Crosshairs

Pensions & Investments

[Opinion]

Is ERISA Better Today, in 2022, Than It Was After Its 1974 Enactment? (PDF)

Jeffrey Mandell, ERISA Law Group

[Opinion]

Sixth Circuit Confirms That ERISA Is a Law of Process, and Does Not Allow Hindsight Second-Guessing of Fiduciary Decisions

Euclid Specialty Managers

[Opinion]

'Meaningful Choices': Cost-Efficiency, the CommonSpirit Decision, and the Future of 401(k) Litigation

The Prudent Investment Fiduciary Rules

Employee Benefits Jobs

View job as Director of Pension Administration
for Primark Benefits Director of Pension Administration

Primark Benefits

Remote / San Mateo CA

View job as Director of Pension Administration
for Primark Benefits

View job as DB/DC Administrator
for Primark Benefits DB/DC Administrator

Primark Benefits

Remote / San Mateo CA

View job as DB/DC Administrator
for Primark Benefits

View job as Retirement Plan Administrator
for CMC Pension Professionals Retirement Plan Administrator

CMC Pension Professionals

Remote

View job as Retirement Plan Administrator
for CMC Pension Professionals

View job as Retirement Plan Relationship Manager – DB or DC Focus
for Trinity Pension Consultants Retirement Plan Relationship Manager – DB or DC Focus

Trinity Pension Consultants

Remote / Akron OH / AL / IN / KY / MO / TN

View job as Retirement Plan Relationship Manager – DB or DC Focus
for Trinity Pension Consultants

View job as 401(k) Retirement Plan Administrator
for Midwest TPA with Remote Workforce 401(k) Retirement Plan Administrator

Midwest TPA with Remote Workforce

Remote / Beachwood OH

View job as Enrolled Actuary
for Loren D. Stark Company Enrolled Actuary

Loren D. Stark Company

Remote

View job as Enrolled Actuary
for Loren D. Stark Company

View job as Retirement Plan Consultant/Relationship Manager
for Associated Pension Consultants Retirement Plan Consultant/Relationship Manager

Associated Pension Consultants

Remote / Chico CA / Sacramento CA

View job as Retirement Plan Consultant/Relationship Manager
for Associated Pension Consultants

View job as Senior Defined Contribution Account Manager
for Nova 401(k) Associates Senior Defined Contribution Account Manager

Nova 401(k) Associates

Remote

View job as Senior Defined Contribution Account Manager
for Nova 401(k) Associates

View job as Plan Administrator
for Aimpoint Pension Plan Administrator

Aimpoint Pension

Remote / Pompano Beach FL

View job as Plan Administrator
for Aimpoint Pension

View job as Pension Administrator
for MGKS Pension Administrator

MGKS

Remote / Phoenix AZ

View job as Pension Administrator
for MGKS

View job as Plan Administrator Consultant
for Jocelyn Pension Consulting Plan Administrator Consultant

Jocelyn Pension Consulting

Remote / Boulder CO

View job as Plan Administrator Consultant
for Jocelyn Pension Consulting

View job as Compliance Specialist II
for EPIC RPS Compliance Specialist II

EPIC RPS

Remote

View job as Compliance Specialist II
for EPIC RPS

View job as Director, Administration and Compliance
for Alerus Financial Director, Administration and Compliance

Alerus Financial

Remote

View job as Director, Administration and Compliance
for Alerus Financial

View job as Sr Principal, Actuarial Services, Post Retirement Welfare Benefits
for National Rural Electric Cooperative Association (NRECA) Sr Principal, Actuarial Services, Post Retirement Welfare Benefits

National Rural Electric Cooperative Association (NRECA)

Arlington VA

View job as Sr Principal, Actuarial Services, Post Retirement Welfare Benefits
for National Rural Electric Cooperative Association (NRECA)

View job as Defined Contribution Analyst
for Economic Group Pension Services (EGPS) Defined Contribution Analyst

Economic Group Pension Services (EGPS)

Remote

View job as Defined Contribution Analyst
for Economic Group Pension Services (EGPS)

View job as Defined Contributions Retirement Plan Consultant
for Economic Group Pension Services (EGPS) Defined Contributions Retirement Plan Consultant

Economic Group Pension Services (EGPS)

Remote

View job as Defined Contributions Retirement Plan Consultant
for Economic Group Pension Services (EGPS)

View job as Retirement Specialist, Senior
for Alerus Retirement Specialist, Senior

Alerus

Remote

View job as Retirement Specialist, Senior
for Alerus

View job as 401(k) Plan Administrator
for Duncan Financial Group, LLC 401(k) Plan Administrator

Duncan Financial Group, LLC

Remote

View job as Defined Benefit (DB) Plan Administrator
for CEP Consultants Inc. Defined Benefit (DB) Plan Administrator

CEP Consultants Inc.

Remote / NY

View job as Defined Benefit (DB) Plan Administrator
for CEP Consultants Inc.

View job as Client Service Manager
for July Business Services Client Service Manager

July Business Services

Remote

View job as Client Service Manager
for July Business Services

View job as SVP, Retirement Service and Operations
for Ascensus SVP, Retirement Service and Operations

Ascensus

Remote

View job as SVP, Retirement Service and Operations
for Ascensus

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