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Weekly Highlights: Retirement Plans

Week ending October 27, 2023

10 New Job Opportunities

 

Draft of 2023 Instructions for IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (PDF)

Internal Revenue Service [IRS]

Draft of 2023 Instructions for IRS Form 8915-D: Qualified 2019 Disaster Retirement Plan Distributions and Repayments (PDF)

Internal Revenue Service [IRS]

2024 Mortality Tables Update

ASC

Updated 417(e) Mortality Table Will Decrease 2024 Lump Sum Values in Most Defined Benefit Plans

Cowden Associates, Inc.

2023 Year End: SECURE 2.0 Operational Compliance, But Plan Amendments Not Yet Required

Segal

Text of DOL Fact Sheet 66E: The Davis-Bacon and Related Acts – Compliance with Fringe Benefit Requirements

Wage and Hour Division [WHD], U.S. Department of Labor [DOL]

IRS Determination Letter Program Opens for 403(b) Plans

McDermott Will & Emery

Is Your Company Part of an Affiliated Service Group?

Employee Fiduciary

Common Mistakes in 457 Plans of Tax-Exempt Organizations

Hall Benefits Law

Final Regs Update Pension Plan Mortality Tables and Proposed Regs Address COVID Impact on Substitute Tables

Groom Law Group

Now Is the Time to Adopt Discretionary and Required 2023 Amendments

Calfee, Halter & Griswold LLP

The Long Arm of ERISA Falls Short: How a Foreign Affiliate Escaped Withdrawal Liability

Cohen & Buckmann, P.C.

Results in New Wave of 401(k) Forfeiture Lawsuits May Hinge on Plan Terms

Bloomberg Law

Will Gen Z Employees Be Able to Save Enough in Their Defined Contribution Plan to Retire? (PDF)

Buck

Pensions Are Disappearing, But This May Be the Next Best Thing

Motley Fool

American Airlines Again Moves to Dismiss Suit Challenging Inclusion of ESG Funds in Retirement Plan

Cadwalader, Wickersham & Taft LLP

Employee Benefits Jobs

View job as Distribution and Loans Specialist
for Bates & Company, Inc. Distribution and Loans Specialist

Bates & Company, Inc.

Winter Park FL

View job as Distribution and Loans Specialist
for Bates & Company, Inc.

View job as Relationship Manager
for Compass Retirement Consulting Group, Inc./Compass 360, LLC Relationship Manager

Compass Retirement Consulting Group, Inc./Compass 360, LLC

Remote / NH / Hybrid

View job as Relationship Manager
for Compass Retirement Consulting Group, Inc./Compass 360, LLC

View job as Enrolled Actuary
for Robin S. Weingast & Associates Enrolled Actuary

Robin S. Weingast & Associates

Remote / Garden City NY / Hybrid

View job as Enrolled Actuary
for Robin S. Weingast & Associates

View job as Benefits Administrator
for PB&H Benefits Benefits Administrator

PB&H Benefits

TX / Hybrid

View job as Benefits Administrator
for PB&H Benefits

View job as Regional Sales Director
for AmericanTCS Regional Sales Director

AmericanTCS

Remote / Butler PA / AL / AR / IA / IL / IN / KS / KY / LA / MN / MO / MS / ND / NE / OK / SD / TN / TX

View job as Regional Sales Director
for AmericanTCS

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 Plan Consultant
for Edberg Perry LLC Plan Consultant

Edberg Perry LLC

AZ / Hybrid

View job as Plan Consultant
for Edberg Perry LLC

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

Associated Pension Consultants

Remote

View job as Compliance Administrator II
for Associated Pension Consultants

View job as Retirement Plan Administrator
for Striegel Knobloch & Co, LLC Retirement Plan Administrator

Striegel Knobloch & Co, LLC

Remote / Bloomington IL / Hybrid

View job as Retirement Plan Administrator
for Striegel Knobloch & Co, LLC

View job as VP, Business Development
for Segal VP, Business Development

Segal

New York NY / Hybrid

View job as VP, Business Development
for Segal

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