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Weekly Highlights: Retirement Plans

Week ending August 25, 2023

13 New Job Opportunities

 

Text of IRS Notice 2023-62: Guidance on Section 603 of the SECURE 2.0 Act with Respect to Catch-Up Contributions (PDF)

Internal Revenue Service [IRS]

SECURE 2.0 Provides 3-Year Statute of Limitations for Missed RMDs

Slott Report

Common 401(k) Plan Errors and How to Fix Them

Bass, Berry & Sims PLC, via Tennessee CPA Journal

Simply Irresistible to Not Seek Recoupment of Overpayments

Holland & Hart LLP

IRS 2022-2023 Priority Guidance Plan: 4th Quarter Update (PDF)

Internal Revenue Service [IRS]

IRS Summarizes Deductibility of Post-Tax Year Employer Contributions to New 401(k) Plans (PDF)

Thomson Reuters / EBIA

SECURE 2.0 Matching Contributions on Student Loan Repayments

Boutwell Fay LLP, via Bloomberg Law

Benefits of Doing Roth IRA Conversions Early in Retirement

Kiplinger

In Memoriam: Tom Finnegan

American Retirement Association [ARA]

What Does My TPA Do for Me? Top Questions to Ask Your TPA

Benefit Resources Inc.

Executive Compensation Due Diligence in M&A Transactions

Skadden, Arps, Slate, Meagher & Flom, via Bloomberg Law

Fourth Circuit Affirms No Breach of ERISA's Fiduciary Duties for 'Cross-Selling' Efforts

Dorsey ERISA

Considerations When Establishing a New 401(k)

Fenwick & West LLP

Seventh Circuit Denies Deferred Compensation Deduction in Taxable Asset Sale

Williams Mullen

Plan Sponsors, Advisors Report They Are Receiving Erroneous IRS Late Filing Notices

American Retirement Association [ARA]

MOVEit Cyberattack Ignites Worry About Retirement Plan Fiduciary Responsibility

Pensions & Investments

SECURE 2.0 and 401(k) Catch-Up Contributions in 2024: What Employers Need to Know

Hall Benefits Law

[Opinion]

$4.3 Million or $1.27 Million? What's the Point of Scary Retirement Projection Numbers?

Fiduciary News; free registration required

Employee Benefits Jobs

View job as Relationship Manager
for Acuff & Associates, Inc. Relationship Manager

Acuff & Associates, Inc.

Brentwood TN / Hybrid

View job as Relationship Manager
for Acuff & Associates, Inc.

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 Contributions Manager
for IUOE Local 478 Employee Benefit Funds Contributions Manager

IUOE Local 478 Employee Benefit Funds

Hamden CT

View job as Project Manager - Contract Coordination
for Definiti Project Manager - Contract Coordination

Definiti

Remote

View job as Project Manager - Contract Coordination
for Definiti

View job as Client Service Manager
for American Trust Retirement Client Service Manager

American Trust Retirement

Remote

View job as Client Service Manager
for American Trust Retirement

View job as Sr. Retirement Plan Manager
for American Trust Retirement Sr. Retirement Plan Manager

American Trust Retirement

Remote

View job as Sr. Retirement Plan Manager
for American Trust Retirement

View job as Relationship Manager
for Benefit Plans Plus, LLC Relationship Manager

Benefit Plans Plus, LLC

Remote / Saint Louis MO / Hybrid

View job as Relationship Manager
for Benefit Plans Plus, LLC

View job as Retirement Plan Administrator
for Munger, Tolles & Olson LLP Retirement Plan Administrator

Munger, Tolles & Olson LLP

Los Angeles CA / Hybrid

View job as Retirement Plan Administrator
for Munger, Tolles & Olson LLP

View job as Seasonal Benefits Enroller
for U.S. Retirement & Benefits Partners Seasonal Benefits Enroller

U.S. Retirement & Benefits Partners

Sacramento CA / Tranquillity CA / Visalia CA / Bakersfield CA / Hybrid

View job as Seasonal Benefits Enroller
for U.S. Retirement & Benefits Partners

View job as Client Relationship Manager
for Acropolis Investment Management Client Relationship Manager

Acropolis Investment Management

Chesterfield MO / Hybrid

View job as Client Relationship Manager
for Acropolis Investment Management

View job as Bilingual Retirement Plan Consultant
for FuturePlan, by Ascensus Bilingual Retirement Plan Consultant

FuturePlan, by Ascensus

Remote

View job as Bilingual Retirement Plan Consultant
for FuturePlan, by Ascensus

View job as Actuarial Analyst
for USI Insurance Services Actuarial Analyst

USI Insurance Services

Glastonbury CT / Brentwood TN

View job as Actuarial Analyst
for USI Insurance Services

View job as Retirement Plan Administrator
for Preferred Pension Solutions, LLC Retirement Plan Administrator

Preferred Pension Solutions, LLC

Wichita KS / Hybrid

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