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Weekly Highlights: Retirement Plans

Week ending January 13, 2023

25 New Job Opportunities

 

Text of IRS Rev. Proc. 2023-4: Employee Plans Determination Letters and Private Letter Rulings

Internal Revenue Service [IRS]

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

Internal Revenue Service [IRS]

Text of EBSA Proposed Exemption for Certain Prohibited Transaction Restrictions: TT International Asset Management, Ltd.

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

Text of 2023 IRS Form W-4R: Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (PDF)

Internal Revenue Service [IRS]

Text of 2023 IRS Form W-4P: Withholding Certificate for Periodic Pension or Annuity Payments (PDF)

Internal Revenue Service [IRS]

Text of IRS Disaster Relief Announcement Ca-2023-01, for Victims of Severe Winter Storms, Flooding, and Mudslides in California

Internal Revenue Service [IRS]

Text of PBGC Final Regs: Civil Monetary Penalty Inflation Adjustment

Pension Benefit Guaranty Corporation [PBGC]

SECURE 2.0 Overpayment Provisions Now Effective

Cheiron

More Roth, More Catch-Up, and Catch-Up as Roth: SECURE 2.0

Jackson Lewis P.C.

DOL Looks to Ease Some Retirement Plan Corrections, Expand Others

Mercer

SECURE 2.0 in 2023 and Beyond

Eversheds Sutherland

2023 Benefit Basics for Pension and Health and Welfare Plans

Willis Towers Watson

The SECURE Act 2.0: The Most Impactful Provisions, Part 1 -- Automatic Plans

FredReish.com

SECURE 2.0 Takeaways for Retirement Plan Sponsors, Part 2: Catching Up on Catch-Ups

Sherman Howard

SECURE Act 2.0: Expanded Self-Correction and New Overpayment Correction Rules and Relief

Morgan Lewis

SECURE Act 2.0 Summary of Changes to Retirement Plans (PDF)

Williams Mullen

SECURE 2.0: Chart of Retirement Plan Provisions, Effective Dates and More (PDF)

Seyfarth Shaw LLP

Pocket Guide to SECURE 2.0 (PDF)

Proskauer

SECURE 2.0's Unresolved 403(b) CIT Securities Law Issue

Business of Benefits

Correcting Retirement Plan Overpayments: Relief and Restrictions from SECURE 2.0

Fox Rothschild LLP

SECURE 2.0 Increases Age for Required Minimum Distributions

Cheiron

Notable Provisions from SECURE 2.0: Perspectives and Observations

McDonald Hopkins

Employee Benefits Jobs

View job as DB/DC Plan Administrator
for Benefit Associates, Inc. DB/DC Plan Administrator

Benefit Associates, Inc.

Remote / Huntington Beach CA / NY

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 Associate Attorney
for Segal Roitman, LLP Associate Attorney

Segal Roitman, LLP

Boston MA

View job as Associate Attorney
for Segal Roitman, LLP

View job as 401(k) Distribution Team Leader
for Nova 401(k) Associates 401(k) Distribution Team Leader

Nova 401(k) Associates

Remote

View job as 401(k) Distribution Team Leader
for Nova 401(k) Associates

View job as Defined Benefit Consultant
for AimPoint Group Defined Benefit Consultant

AimPoint Group

Remote

View job as Defined Benefit Consultant
for AimPoint Group

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 DPS Retirement Plan Consultant
for EPIC Retirement Plan Services DPS Retirement Plan Consultant

EPIC Retirement Plan Services

Remote

View job as DPS Retirement Plan Consultant
for EPIC Retirement Plan Services

View job as Director of Retirement Plan Consulting
for EPIC Retirement Plan Services Director of Retirement Plan Consulting

EPIC Retirement Plan Services

Saint Louis MO

View job as Director of Retirement Plan Consulting
for EPIC Retirement Plan Services

View job as Client Service Specialist
for EPIC Retirement Plan Services Client Service Specialist

EPIC Retirement Plan Services

Remote

View job as Client Service Specialist
for EPIC Retirement Plan Services

View job as New Business Consultant
for Retirement Plan Consultants New Business Consultant

Retirement Plan Consultants

Remote

View job as New Business Consultant
for Retirement Plan Consultants

View job as ESOP Administrator
for Blue Ridge ESOP Associates ESOP Administrator

Blue Ridge ESOP Associates

Remote

View job as ESOP Administrator
for Blue Ridge ESOP Associates

View job as Senior 401(k) Administrator
for Blue Ridge ESOP Associates Senior 401(k) Administrator

Blue Ridge ESOP Associates

Remote

View job as Senior 401(k) Administrator
for Blue Ridge ESOP Associates

View job as ESOP Manager
for Newport, an Ascensus Company ESOP Manager

Newport, an Ascensus Company

Remote

View job as ESOP Manager
for Newport, an Ascensus Company

View job as Actuary
for Ascensus Actuary

Ascensus

Remote / Indianapolis IN

View job as Actuary
for Ascensus

View job as Sr. Actuarial Consultant
for Ascensus Sr. Actuarial Consultant

Ascensus

Remote

View job as Sr. Actuarial Consultant
for Ascensus

View job as Financial Advisor
for U.S. Retirement & Benefits Partners Financial Advisor

U.S. Retirement & Benefits Partners

Remote / San Jose CA / San Jose CA / Union City CA / Hayward CA / Alameda CA / Livermore CA / Dublin CA / Fremont CA / Danville CA / Concord CA / El Cerrito CA / Hercules CA / Danville CA

View job as Financial Advisor
for U.S. Retirement & Benefits Partners

View job as Director of Trust/IRA Compliance and Trust Operations
for July Business Services Director of Trust/IRA Compliance and Trust Operations

July Business Services

Remote / SD

View job as Director of Trust/IRA Compliance and Trust Operations
for July Business Services

View job as Regional Sales Director
for July Business Services Regional Sales Director

July Business Services

Remote / Waco TX

View job as Regional Sales Director
for July Business Services

View job as Retirement Plan Administrator
for The Finway Group Retirement Plan Administrator

The Finway Group

Remote / West Des Moines IA / IL / KS / MN / MO / ND / NE / SD / WV

View job as Retirement Plan Administrator
for The Finway Group

View job as Senior Attorney, ERISA
for The Standard Senior Attorney, ERISA

The Standard

Remote

View job as Senior Attorney, ERISA
for The Standard

View job as Retirement Plan Administrator
for Metro Benefits, Inc. Retirement Plan Administrator

Metro Benefits, Inc.

Remote / Pittsburgh PA

View job as Experienced Defined Benefit Plan Administrator
for MGKS Experienced Defined Benefit Plan Administrator

MGKS

Remote / Phoenix AZ

View job as Experienced Defined Benefit Plan Administrator
for MGKS

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

401k Generation

Altamonte Springs FL

View job as Client Operations Support Specialist
for 401k Generation

View job as 5500 Specialist
for 401k Generation 5500 Specialist

401k Generation

Altamonte Springs FL

View job as 5500 Specialist
for 401k Generation

View job as Financial Services Representative
for The Standard Financial Services Representative

The Standard

Remote

View job as Financial Services Representative
for The Standard

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