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Weekly Highlights: Retirement Plans

Week ending November 11, 2022

24 New Job Opportunities

 

Department of the Treasury 2022-2023 Priority Guidance Plan (PDF)

U.S. Department of the Treasury and Internal Revenue Service [IRS]

Text of IRS Rev. Proc 2022-40: Rulings and Determination Letters for Individually Designed Qualified and Section 403(b) Plans (PDF)

Internal Revenue Service [IRS]

Text of PBGC Extension of Comment Period on Proposed Regs: Actuarial Assumptions for Determining an Employer's Withdrawal Liability

Pension Benefit Guaranty Corporation [PBGC]

Draft Instructions for IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)

Internal Revenue Service [IRS]

Text of PBGC Comprehensive Premium Filing Instructions for 2023 Plan Years (PDF)

Pension Benefit Guaranty Corporation [PBGC]

Draft of IRS Publication 575: Pension and Annuity Income, for Use in Preparing 2022 Returns (PDF)

Internal Revenue Service [IRS]

DOL Proposes to Amend QPAM Exemption (PDF)

Groom Law Group, via The Investment Lawyer

Update on New Federal Tax Withholding Forms for Pension Benefit Payments

Buck

A Rollover Recommendation Is a Securities Recommendation

FredReish.com

403(b) Plans May Apply for IRS Determination Letters Starting Next June

PLANSPONSOR; free registration may be required

What Kind of Payments Can a Hardship Request Cover When Buying a Home?

PLANSPONSOR; free registration may be required

State-Facilitated Retirement Savings Programs (PDF)

Prof. David A. Pratt, via Journal of Pension Benefits

IRS Expands and Modifies Determination Letter and Remedial Amendment Guidance for Individually Designed Retirement Plans

Thomson Reuters / EBIA

What Information Should Be in a Claims Denial Letter? (PDF)

KLB Benefits Law Group

Arbitration of ERISA Retirement Plan Disputes (PDF)

The Wagner Law Group via LexisNexis Practical Guidance

What Is SECURE 2.0 and How Are Employers Reacting

Alight Solutions

Tracking Down a Lost 401(k)

Charles Schwab

Withdrawal Liability Actuarial Assumptions: Did PBGC's New Proposed Regs Get It Wrong?

Charles C. Shulman, Esq.

What Retirement Plan Sponsors Need to Know About SECURE 2.0

T. Rowe Price

Employee Benefits Jobs

View job as Senior 401(k) Administrator
for Nova 401(k) Associates Senior 401(k) Administrator

Nova 401(k) Associates

Remote

View job as Senior 401(k) Administrator
for Nova 401(k) Associates

View job as Quality Assurance Manager
for Nova 401(k) Associates Quality Assurance Manager

Nova 401(k) Associates

Remote

View job as Quality Assurance Manager
for Nova 401(k) Associates

View job as DC Plan Administrator
for Actuaries Unlimited, Inc. DC Plan Administrator

Actuaries Unlimited, Inc.

Remote

View job as DC Plan Administrator
for Actuaries Unlimited, Inc.

View job as Defined Contribution Administrator
for PACETPA Defined Contribution Administrator

PACETPA

Remote / Madera CA

View job as Defined Contribution Administrator
for PACETPA

View job as Employee Benefit Plan Auditor
for JMM CPA Employee Benefit Plan Auditor

JMM CPA

Remote

View job as Employee Benefit Plan Auditor
for JMM CPA

View job as Senior Conversion Specialist
for Third Party Administrators, Inc. Senior Conversion Specialist

Third Party Administrators, Inc.

Remote / Bedford NH

View job as Senior Conversion Specialist
for Third Party Administrators, Inc.

View job as Retirement Plan Consultant
for The MandMarblestone Group, llc Retirement Plan Consultant

The MandMarblestone Group, llc

Remote / Philadelphia PA

View job as Retirement Plan Consultant
for The MandMarblestone Group, llc

View job as Data Entry Clerk
for Agapé Boarding School Data Entry Clerk

Agapé Boarding School

Remote

View job as Data Entry Clerk
for Agapé Boarding School

View job as ERISA Production Manager
for July Business Services ERISA Production Manager

July Business Services

Remote

View job as ERISA Production Manager
for July Business Services

View job as Senior Retirement Plan Administrator
for Prime Pensions Senior Retirement Plan Administrator

Prime Pensions

Remote / CA / CT / NJ / NY / OR / WA

View job as Senior Retirement Plan Administrator
for Prime Pensions

View job as Distribution Specialist
for ERISA Services, Inc. Distribution Specialist

ERISA Services, Inc.

Remote / Knoxville TN

View job as Distribution Specialist
for ERISA Services, Inc.

View job as Retirement Plan Quality Assurance (Seasonal)
for ERISA Services, Inc. Retirement Plan Quality Assurance (Seasonal)

ERISA Services, Inc.

Remote / Knoxville TN

View job as Retirement Plan Quality Assurance (Seasonal)
for ERISA Services, Inc.

View job as Non-Qualified Client Service Manager
for Newport, an Ascensus Company Non-Qualified Client Service Manager

Newport, an Ascensus Company

Charlotte NC

View job as Non-Qualified Client Service Manager
for Newport, an Ascensus Company

View job as Retirement Administration - Testing Specialist
for Ascensus Retirement Administration - Testing Specialist

Ascensus

Remote

View job as Retirement Administration - Testing Specialist
for Ascensus

View job as Director of Transactions (Managerial)
for MAP Retirement Director of Transactions (Managerial)

MAP Retirement

Remote

View job as Director of Transactions (Managerial)
for MAP Retirement

View job as Plan Document Specialist
for MAP Retirement Plan Document Specialist

MAP Retirement

Remote

View job as Plan Document Specialist
for MAP Retirement

View job as Senior Retirement Analyst
for Dunbar, Bender & Zapf, Inc. Senior Retirement Analyst

Dunbar, Bender & Zapf, Inc.

Remote / Pittsburgh PA

View job as Senior Retirement Analyst
for Dunbar, Bender & Zapf, Inc.

View job as Senior RFP Writer
for Newport, an Ascensus Company Senior RFP Writer

Newport, an Ascensus Company

Remote / Newark NJ

View job as Senior RFP Writer
for Newport, an Ascensus Company

View job as Senior RFP Writer
for Newport, an Ascensus Company Senior RFP Writer

Newport, an Ascensus Company

Remote / FL

View job as Senior RFP Writer
for Newport, an Ascensus Company

View job as Payroll Audit Manager
for Sheet Metal Workers' National Pension Fund Payroll Audit Manager

Sheet Metal Workers' National Pension Fund

Falls Church VA

View job as Payroll Audit Manager
for Sheet Metal Workers' National Pension Fund

View job as Withdrawal Coordinator
for Northwest Retirement Plan Consultants Withdrawal Coordinator

Northwest Retirement Plan Consultants

Remote

View job as Fund Valuation Specialist
for BPAS Fund Valuation Specialist

BPAS

Houston TX

View job as Fund Valuation Specialist
for BPAS

View job as New Business Data Specialist
for The Standard New Business Data Specialist

The Standard

Remote / FL

View job as New Business Data Specialist
for The Standard

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

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