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Weekly Highlights: Retirement Plans

Week ending March 3, 2023

20 New Job Opportunities

 

Text of DOL Fact Sheet: Changes for the 2023 Form 5500 and Form 5500-SF Annual Return/Reports

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

IRS Dramatically Expands Electronic Filing Mandate in 2024

ADP

Simply the Vest: IRS Streamlines Rules for Retirement Plan Forfeitures

Eversheds Sutherland

Proposed Changes in IRA Distribution Rules for '10-Year Payout' Beneficiaries

Frost Brown Todd LLC

IRS Proposes Rules on Permitted Uses of Forfeitures in Qualified Retirement Plans

Thomson Reuters Practical Law

Departments Finalize Revisions to 2023 Form 5500 and Instructions to Reflect SECURE Act Changes

Thomson Reuters Practical Law

PBGC Proposes Interest Rate Assumptions for Determining Employer Withdrawal Liability

International Foundation of Employee Benefit Plans [IFEBP]

Treasury Proposes Rule on Retirement Plan Forfeitures

Segal

Accountant's Opinion Selection on Form 5500

Belfint Lyons Shuman

SECURE 2.0: Catch-Up Changes and After-Tax Employer Contributions

Kilpatrick Townsend

IRS Updates Operational Compliance List for Retirement Plans

Sidley Austin LLP

IRS Proposed Regulation Addresses Rules Relating to Plan Forfeitures

Groom Law Group

CPA Dismay Over Form 5500 Changes May Be Misplaced

E is for ERISA

Senate Sends Bill Nullifying Biden's ESG Investing Rule to President's Desk

The Hill

The Plaintiff Law Firm That Cried Wolf Eleven Times: First BlackRock LifePath Case Dismissals with Prejudice

Euclid Specialty Managers

[Opinion]

Before Slashing Social Security, Cut 401(k)s

Politico

Employee Benefits Jobs

View job as Pension Compliance Administrator
for Associated Pension Consultants Pension Compliance Administrator

Associated Pension Consultants

Remote

View job as Pension Compliance Administrator
for Associated Pension Consultants

View job as Senior Benefits Administrator
for First Hill Trust Company Senior Benefits Administrator

First Hill Trust Company

Seattle WA / Hybrid

View job as Senior Benefits Administrator
for First Hill Trust Company

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

Prime Pensions

Florham Park NJ

View job as Senior Retirement Plan Administrator
for Prime Pensions

View job as Pension Plan Administrator
for DeMars Pension Consulting Services, Inc. Pension Plan Administrator

DeMars Pension Consulting Services, Inc.

Overland Park KS / Hybrid

View job as Pension Plan Administrator
for DeMars Pension Consulting Services, Inc.

View job as 401(k) Retirement Plan Administrator
for Kushner & Company 401(k) Retirement Plan Administrator

Kushner & Company

Remote / Portage MI

View job as 401(k) Retirement Plan Administrator
for Kushner & Company

View job as Benefits Analyst II
for B. Braun Medical Inc. Benefits Analyst II

B. Braun Medical Inc.

Bethlehem PA

View job as Client Service Specialist
for U.S. Retirement & Benefits Partners Client Service Specialist

U.S. Retirement & Benefits Partners

New Braunfels TX

View job as Client Service Specialist
for U.S. Retirement & Benefits Partners

View job as Account Manager
for U.S. Retirement & Benefits Partners Account Manager

U.S. Retirement & Benefits Partners

New Braunfels TX / Hybrid

View job as Account Manager
for U.S. Retirement & Benefits Partners

View job as ESOP Consultant
for FuturePlan, by Ascensus ESOP Consultant

FuturePlan, by Ascensus

Remote / Chicago IL / NJ

View job as ESOP Consultant
for FuturePlan, by Ascensus

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

Newport, an Ascensus Company

Remote / FL / MD / PA / TX / WI

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

View job as Senior Relationship Manager 2-4, ERISA, Retirement
for National Benefit Services Senior Relationship Manager 2-4, ERISA, Retirement

National Benefit Services

Remote

View job as Senior Relationship Manager 2-4, ERISA, Retirement
for National Benefit Services

View job as Compliance Analyst - Retirement Plans
for Newport, an Ascensus Company Compliance Analyst - Retirement Plans

Newport, an Ascensus Company

Remote / MS

View job as Compliance Analyst - Retirement Plans
for Newport, an Ascensus Company

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

Newport, an Ascensus Company

Remote / IA

View job as Compliance Consultant
for Newport, an Ascensus Company

View job as Retirement Plan Documents Specialist
for Loren D. Stark Company Retirement Plan Documents Specialist

Loren D. Stark Company

Remote

View job as Retirement Plan Documents Specialist
for Loren D. Stark Company

View job as Regional Director
for Employee Benefits Security Administration [EBSA] Regional Director

Employee Benefits Security Administration [EBSA]

Philadelphia PA

View job as Regional Director
for Employee Benefits Security Administration [EBSA]

View job as Director, Enforcement
for Employee Benefits Security Administration [EBSA] Director, Enforcement

Employee Benefits Security Administration [EBSA]

Washington DC

View job as Director, Enforcement
for Employee Benefits Security Administration [EBSA]

View job as Retirement Plan Specialist
for Globe Life Retirement Plan Specialist

Globe Life

McKinney TX / Hybrid

View job as Retirement Plan Specialist
for Globe Life

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 Retirement Plan Consultant DB/DC
for Long Island Employee Benefits Group Ltd. Retirement Plan Consultant DB/DC

Long Island Employee Benefits Group Ltd.

Remote / Huntington NY / Hybrid

View job as Retirement Plan Consultant DB/DC
for Long Island Employee Benefits Group Ltd.

View job as Account Executive
for U.S. Retirement & Benefits Partners Account Executive

U.S. Retirement & Benefits Partners

Rockwall TX / Hybrid

View job as Account Executive
for U.S. Retirement & Benefits Partners

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