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Weekly Highlights: Retirement Plans

Week ending November 25, 2022

10 New Job Opportunities

 

Text of IRS Notice 2022-62: 2022 Required Amendments List for Individually Designed Qualified and Section 403(b) Plans (PDF)

Internal Revenue Service [IRS]

Text of DOL Final Regs: Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (PDF)

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]

Updated PBGC ERISA Section 4044 Mortality Table, for 2023 Valuations

Pension Benefit Guaranty Corporation [PBGC]

Draft of 2023 IRS Form 5498: IRA Contribution Information (PDF)

Internal Revenue Service [IRS]

DOL Fact Sheet: Final Regs on Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]

DOL Finalizes Amendments to ESG/Proxy Voting Rules

October Three Consulting

2022 Annual Employee Benefits Compliance Checklist for Plan Administrators

Williams Mullen

DOL Gives a Green Thumbs Up to ESG

Morgan Lewis

DOL to Allow Self Correction of Late Deposits of 401(k) Plan Deferrals and Loan Repayments

Kilpatrick Townsend

Year-End Compliance Issues for Single-Employer DB and DC Retirement Plans

Milliman

IRS Guidance Priorities for 2022-23 Reflect Few New Projects

Groom Law Group

You Can Make IRA Contributions at Any Age. But Should You?

Christine Benz, in Morningstar

401(k) Annual Administration Checklist for 2023

Employee Fiduciary

Employee Benefits Jobs

View job as Education Consultant
for Pentegra Education Consultant

Pentegra

Remote / Putnam Valley NY

View job as Education Consultant
for Pentegra

View job as 401(k) Implementation Analyst
for Ubiquity Retirement + Savings 401(k) Implementation Analyst

Ubiquity Retirement + Savings

Remote

View job as 401(k) Implementation Analyst
for Ubiquity Retirement + Savings

View job as Sr. Retirement TPA Plan Compliance Specialist
for American Trust Sr. Retirement TPA Plan Compliance Specialist

American Trust

Remote

View job as Sr. Retirement TPA Plan Compliance Specialist
for American Trust

View job as Sr. Retirement Plan Compliance Specialist
for American Trust Sr. Retirement Plan Compliance Specialist

American Trust

Remote

View job as Sr. Retirement Plan Compliance Specialist
for American Trust

View job as DB Pension Administrator
for Primark Benefits DB Pension Administrator

Primark Benefits

Remote / San Mateo CA

View job as DB Pension Administrator
for Primark Benefits

View job as Lead Compliance Specialist - Retirement
for CBIZ - Retirement & Investment Lead Compliance Specialist - Retirement

CBIZ - Retirement & Investment

Remote

View job as Lead Compliance Specialist - Retirement
for CBIZ - Retirement & Investment

View job as Managing Consultant - Retirement Plans
for CBIZ - Retirement & Investment Managing Consultant - Retirement Plans

CBIZ - Retirement & Investment

Remote

View job as Managing Consultant - Retirement Plans
for CBIZ - Retirement & Investment

View job as Retirement Plan Data Consultant
for The Standard Retirement Plan Data Consultant

The Standard

Remote / OR

View job as Retirement Plan Data Consultant
for The Standard

View job as Director, Compliance - Retirement Plans
for Ameritas Director, Compliance - Retirement Plans

Ameritas

Remote

View job as Director, Compliance - Retirement Plans
for Ameritas

View job as Lead Plan Admin Analyst
for Ameritas Lead Plan Admin Analyst

Ameritas

Remote / Lincoln NE

View job as Lead Plan Admin Analyst
for Ameritas

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