BenefitsLink.com logo
EmployeeBenefitsJobs.com logo

Weekly Highlights: Retirement Plans

Week ending May 5, 2023

13 New Job Opportunities

 

Text of IRS Draft Instructions for Form 5307: Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans (PDF)

Internal Revenue Service [IRS]

New Rules for Form 5500 Begin with 2023 Plan Year

Boutwell Fay LLP

IRS Clarifies Timing for Reallocation of Forfeitures

Willis Towers Watson

SECURE 2.0: Moving 529 Assets to a Roth IRA

FredReish.com

SECURE 2.0: So, About That Employer Roth Contribution

Ferenczy Benefits Law Center

Important Alert for 401(k) and 403(b) Plans That Do Not Allow Participants to Make Roth Contributions

Frost Brown Todd LLC

Long Term Part-Time Employee Eligibility: Are You Ready? (PDF)

Legacy Retirement Solutions

Reform of Family Attribution Rules Under SECURE 2.0

KLB Benefits Law Group

Tax Credits for Starting Up Small Employer Plans: What You Need to Know

Faegre Drinker

Real Estate Investments in Qualified Plans (PDF)

Harlowe & Fallk LLP, via Journal of Pension Benefits

What to Watch Out for with Roth 401(k) Conversions

American Retirement Association [ARA]

Ninth Circuit Appears Skeptical of DOL Arguments in Attorney Fee Battle

Hall Benefits Law

District Court Denies Summary Judgment on Fiduciary Liability for Failure to Remove Investment Option After Just 36 Months of Alleged Underperformance

Euclid Specialty Managers

[Opinion]

Would You Trade Your Pension for What Is Behind Door #2?

Ken Steiner, FSA Retired

[Opinion]

Here's a Way to Save Social Security and Defer RMDs

Kiplinger

Employee Benefits Jobs

View job as Retirement Plan Analyst – Defined Contribution Plans
for M2B Retirement Consulting, LLC Retirement Plan Analyst – Defined Contribution Plans

M2B Retirement Consulting, LLC

Remote / Wexford PA

View job as Retirement Plan Analyst – Defined Contribution Plans
for M2B Retirement Consulting, LLC

View job as DB Admin/Actuarial Analyst
for Karel-Gordon & Associates DB Admin/Actuarial Analyst

Karel-Gordon & Associates

Remote / IL

View job as DB Admin/Actuarial Analyst
for Karel-Gordon & Associates

View job as Defined Contribution Consultant
for AimPoint Pension Group Defined Contribution Consultant

AimPoint Pension Group

Remote

View job as Defined Contribution Consultant
for AimPoint Pension Group

View job as Retirement Plan Administrator
for Strongpoint Partners Retirement Plan Administrator

Strongpoint Partners

Remote

View job as Retirement Plan Administrator
for Strongpoint Partners

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 Plan Service Processor
for Retirement Plan Consultants Plan Service Processor

Retirement Plan Consultants

Norfolk NE

View job as Plan Service Processor
for Retirement Plan Consultants

View job as Regional VP - Retirement Plan Sales
for Benetech, Inc. Regional VP - Retirement Plan Sales

Benetech, Inc.

Remote

View job as Regional VP - Retirement Plan Sales
for Benetech, Inc.

View job as Benefits Consultant
for The McKeogh Company Benefits Consultant

The McKeogh Company

Conshohocken PA / Hybrid

View job as Retirement Plan Coordinator
for Capital Group Retirement Plan Coordinator

Capital Group

Irvine CA / Indianapolis IN / Hybrid

View job as Retirement Plan Coordinator
for Capital Group

View job as Retirement Plan Administrator
for Nicholas Pension Consultants Retirement Plan Administrator

Nicholas Pension Consultants

Remote / Corona CA / Rancho Cordova CA / Hybrid

View job as Retirement Plan Administrator
for Nicholas Pension Consultants

View job as Associate Benefits Specialist
for Air Line Pilots Association Associate Benefits Specialist

Air Line Pilots Association

Atlanta GA

View job as Associate Benefits Specialist
for Air Line Pilots Association

View job as Retirement Implementation Specialist
for Alerus Retirement Implementation Specialist

Alerus

Remote / MI / MN / ND

View job as Retirement Implementation Specialist
for Alerus

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.

Unsubscribe  |   Change Email Address

Search Past Issues   |   Privacy Policy

Submit an Article   |   Contact Us   |   Advertise Here

Copyright 2023 BenefitsLink.com, Inc. All materials contained in this publication are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of BenefitsLink.com, Inc., or in the case of third party materials, the owner of those materials. You may not alter or remove any trademark, copyright or other notices from copies of the content.

Links to web sites other than BenefitsLink.com and EmployeeBenefitsJobs.com are offered as a service to our readers. We are not involved in their production and are not responsible for their content.