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Weekly Highlights: Retirement Plans

Week ending June 2, 2023

8 New Job Opportunities

 

Text of IRS Instructions for Form 5310: Application for Determination for Terminating Plan (PDF)

Internal Revenue Service [IRS]

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

Internal Revenue Service [IRS]

Viewing SECURE 2.0 Through a 403(b) Lens

Mercer

IRS Provides New Guidance for Self-Correction

Jackson Lewis P.C.

The New Roth Catch-Up Requirement Needs Clarification

Cohen & Buckmann, P.C.

SECURE 2.0 Guidance Process Begins: Self Correction for Eligible Inadvertent Failures

Groom Law Group

IRS Issues Interim Guidance on SECURE 2.0 Act Changes to EPCRS

Thomson Reuters Practical Law

Self-Correction Changes from SECURE 2.0 Are Immediately Effective

Ferenczy Benefits Law Center

IRS Interim Guidance on Self-Correction Under SECURE 2.0

Segal

District Court Holds Employer 'Expelled' from Plan May Not Have Effected a 'Withdrawal'

Proskauer

Can Interns Be Excluded from an Employer's 401(k) Plan?

Haynes and Boone, LLP

Senators Ask DOL to Prioritize Six SECURE 2.0 Provisions

Pensions & Investments

[Opinion]

American Benefits Council Comment Letter to IRS on Proposed Regs for Use of Forfeitures in Qualified Retirement Plans

American Benefits Council

Employee Benefits Jobs

View job as Pension Manager
for Trane Technologies Pension Manager

Trane Technologies

Davidson NC / Hybrid

View job as Pension Manager
for Trane Technologies

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

First Hill Trust Company

Remote / Seattle WA / Hybrid

View job as Senior Benefits Administrator
for First Hill Trust Company

View job as Actuary
for EGPS Actuary

EGPS

Remote

View job as Actuary
for EGPS

View job as Retirement Sales Consultant
for Alerus Retirement Sales Consultant

Alerus

Remote / AZ / CA

View job as Retirement Sales Consultant
for Alerus

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 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 401(k) Administrator
for Blue Ridge ESOP Associates 401(k) Administrator

Blue Ridge ESOP Associates

Remote

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

View job as Pension Associate
for Strategic Pension Services, LLC Pension Associate

Strategic Pension Services, LLC

Remote / Albany NY

View job as Pension Associate
for Strategic Pension Services, LLC

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