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Weekly Highlights: Retirement Plans

Week ending August 4, 2023

8 New Job Opportunities

 

DOL Publishes Forms for Summary Annual Reports for Pension and Welfare Plans

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

Correcting Retirement Plan Overpayments Under SECURE 2.0

Mercer

SECURE 2.0: Automatic Portability for IRA Force-Outs

FredReish.com

Do Catch-Up Contributions Need to Be Roth Now?

Benefit Resources Inc.

SECURE 2.0 Non-Discrimination Testing Changes: Good News for Small Businesses

Employee Fiduciary

Window of Opportunity Available for Reducing 2023 PBGC Premiums

Morgan Lewis

Required Minimum Distribution Rules After SECURE 2.0 (PDF)

KLB Benefits Law Group

Of Athene, Pension Risk Transfers, and Fiduciaries

Retirement Income Journal

401(k) Spousal Consent Bills Reintroduced in House and Senate

American Retirement Association [ARA]

Pennsylvania Public Pension System Seeks Millions in Damages Against Advisor

The Center Square

Excess Fee and Performance Litigation: Trends in 2023 Court Rulings

Euclid Specialty Managers

Fourth Circuit Upholds Lower Court Decision: 'Sales Pitch' for Services Is Not Fiduciary Advice

October Three Consulting

Fidelity Investments Is Suddenly Fending Off a Fresh Wave of AI Suitors for Its Vast Recordkeeping Data Trove

RIABiz

Plan Committee Meeting Minutes: Components and Best Practices

MSN News

[Opinion]

Why the Biggest Target Date Funds Have Underperformed

Morningstar

Employee Benefits Jobs

View job as Compliance Specialist II
for EPIC Retirement Plan Services Compliance Specialist II

EPIC Retirement Plan Services

Remote

View job as Compliance Specialist II
for EPIC Retirement Plan Services

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

July Business Services

IL / IN / MN / MO / OH / WI

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

View job as Client Service Manager
for July Business Services Client Service Manager

July Business Services

Remote

View job as Client Service Manager
for July Business Services

View job as Distribution Specialist
for Compass Retirement Consulting Group, Inc. Distribution Specialist

Compass Retirement Consulting Group, Inc.

Remote

View job as Distribution Specialist
for Compass Retirement Consulting Group, Inc.

View job as Enrolled Actuary
for Pension Associates Retirement Planning LLC Enrolled Actuary

Pension Associates Retirement Planning LLC

Stamford CT

View job as Pension Consultant
for Pension Associates Pension Consultant

Pension Associates

Remote / Stamford CT

View job as Pension Consultant
for Pension Associates

View job as Retirement Plans Administrator
for Johns Hopkins Applied Physics Laboratory Retirement Plans Administrator

Johns Hopkins Applied Physics Laboratory

Laurel MD / Hybrid

View job as Retirement Plans Administrator
for Johns Hopkins Applied Physics Laboratory

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.

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