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Weekly Highlights: Retirement Plans

Week ending October 28, 2022

19 New Job Opportunities

 

Text of Draft IRS Instructions for 2022 Form 8955-SSA: Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefit (PDF)

Internal Revenue Service [IRS]

Text of SEC Final Rule: Listing Standards for Recovery of Erroneously Awarded Compensation (PDF)

U.S. Securities and Exchange Commission [SEC]

Company Stock in Employee Benefit Plans May Reduce New Excise Tax on Buybacks

Groom Law Group

IRS Announces 2023 Cost of Living Adjustments to Various Retirement Plan Limits

Ferenczy Benefits Law Center

Implications of Higher 2023 Benefit Limits

Bolton

IRS Chart: Cost-of-Living Adjustments for Retirement Items (PDF)

Internal Revenue Service [IRS]

Key Rules for Using the SEPP/72(t) Strategy

Appleby Retirement Dictionary

SEC Adopts Rules on Clawback of Executive Compensation

Ropes & Gray LLP

A New and Thoughtful District Court ERISA Decision Awarding Attorney Fees to a Prevailing Party

Stephen Rosenberg, The Wagner Law Group

Court Finds No ERISA Liability for Plan Provider Who Delivered Self-Interested Rollover Advice

Jackson Lewis P.C.

DC Plan Lawsuits 2019-2022: What Sponsors Need to Know

Callan

DC Plan Litigation 2019-2022: Major Themes Sponsors Need to Know

Callan

Don't Let Money Get Stuck in the Upside Down: The Uncashed Check Dilemma

Ferenczy Benefits Law Center

Recent Successful Challenges to IRS Actions and Positions (PDF)

The Wagner Law Group, via New York University 2022 Review of Employee Benefits and Executive Compensation

2023 IRS Cost of Living Adjustments

ASC

409A: Everything You Need to Know for Your Business

Withum Smith+Brown, PC

Half of Americans Say They're Reducing or Stopping Retirement Savings Due to Inflation

planadviser

[Opinion]

Imagining a World Without QPAM

Fried Frank

Employee Benefits Jobs

View job as Retirement Sales Consultant
for The Ryding Company Retirement Sales Consultant

The Ryding Company

Remote / Westlake Village CA / AZ / CO / FL / HI / NV / NY / PA / TX

View job as Retirement Sales Consultant
for The Ryding Company

View job as Plan Consultant
for Carpenter Morse Group Inc. Plan Consultant

Carpenter Morse Group Inc.

Remote / Longwood FL

View job as Plan Consultant
for Carpenter Morse Group Inc.

View job as Retirement Plan Administrator
for Compass Retirement Consulting Group Retirement Plan Administrator

Compass Retirement Consulting Group

Remote / Stratham NH

View job as Retirement Plan Administrator
for Compass Retirement Consulting Group

View job as Plan Consultant
for Sentinel Benefits & Financial Group Plan Consultant

Sentinel Benefits & Financial Group

Remote / Wakefield MA

View job as Plan Consultant
for Sentinel Benefits & Financial Group

View job as Senior Plan Consultant
for Sentinel Benefits & Financial Group Senior Plan Consultant

Sentinel Benefits & Financial Group

Remote / Wakefield MA

View job as Senior Plan Consultant
for Sentinel Benefits & Financial Group

View job as Distribution Administrator
for PPG Retirement Plan Services, Ltd. Distribution Administrator

PPG Retirement Plan Services, Ltd.

Kenosha WI

View job as Plan Administrator
for Thomas F. Barrett, Inc. Plan Administrator

Thomas F. Barrett, Inc.

Remote / Bethesda MD

View job as Plan Administrator
for Thomas F. Barrett, Inc.

View job as Client Support Specialist
for 401k Generation Client Support Specialist

401k Generation

Altamonte Springs FL

View job as Client Support Specialist
for 401k Generation

View job as Intermediary Sales Consultant
for T. Rowe Price Intermediary Sales Consultant

T. Rowe Price

Owings Mills MD

View job as Intermediary Sales Consultant
for T. Rowe Price

View job as Enrolled Actuary
for FuturePlan, by Ascensus Enrolled Actuary

FuturePlan, by Ascensus

Remote

View job as Enrolled Actuary
for FuturePlan, by Ascensus

View job as Documents Consultant
for Newport, an Ascensus Company Documents Consultant

Newport, an Ascensus Company

Remote / Minneapolis MN

View job as Documents Consultant
for Newport, an Ascensus Company

View job as Senior Defined Contribution Consultant
for Loren D. Stark Company Senior Defined Contribution Consultant

Loren D. Stark Company

Remote

View job as Senior Defined Contribution Consultant
for Loren D. Stark Company

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

MGKS

Phoenix AZ

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

View job as Retirement Analyst / Senior Retirement Analyst, Grade N23 / N26
for Montgomery County, MD Government Retirement Analyst / Senior Retirement Analyst, Grade N23 / N26

Montgomery County, MD Government

Rockville MD

View job as Retirement Account Analyst
for Alerus Retirement Account Analyst

Alerus

Remote / AZ / MI / MN / ND / NH

View job as Retirement Account Analyst
for Alerus

View job as 3(16) Administrator
for SetAway LLC 3(16) Administrator

SetAway LLC

Remote / Bedford NH

View job as 3(16) Administrator
for SetAway LLC

View job as Retirement Plan Administrator
for The Benefits Consulting Group Retirement Plan Administrator

The Benefits Consulting Group

Remote

View job as Retirement Plan Administrator
for The Benefits Consulting Group

View job as Retirement Plan Consultant
for FuturePlan, by Ascensus Retirement Plan Consultant

FuturePlan, by Ascensus

Remote

View job as Retirement Plan Consultant
for FuturePlan, by Ascensus

View job as Senior Actuarial Analyst
for Newport, an Ascensus Company Senior Actuarial Analyst

Newport, an Ascensus Company

Remote / Chicago IL

View job as Senior Actuarial Analyst
for Newport, an Ascensus Company

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