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Weekly Highlights: Retirement Plans

Week ending November 24, 2023

8 New Job Opportunities

 

Text of IRS Proposed Regs: Long Term, Part Time Employee Rules for Cash or Deferred Arrangements

Internal Revenue Service [IRS]

Text of IRS Rev. Proc. 2023-37: Qualified Pre-Approved Plans and Section 403(b) Pre-Approved Plans (PDF)

Internal Revenue Service [IRS]

Draft of 2024 IRS Form 1099-R: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)

Internal Revenue Service [IRS]

Agencies Release 2023 Form 5500 Series, Reflecting SECURE Act Changes (PDF)

Thomson Reuters / EBIA

Text of IRS Publication 794: Favorable Determination Letter (PDF)

Internal Revenue Service [IRS]

Ninth Circuit ERISA Ruling Informs DOL's New Fiduciary Proposal (PDF)

Cohen & Buckmann, PC, via Law360

Proposed Amendments to Advice Fiduciary PTE Will Require Plan Sponsors to Monitor Compliance by Service Providers

October Three Consulting

2023 Annual Employee Benefits Compliance Checklist for Plan Administrators (PDF)

Williams Mullen

Ninth Circuit Decision Expands Fiduciary Duty to Consider Third-Party Fees (PDF)

NFP

Latest 401(k) Suits Pit IRS Forfeiture Rules Against ERISA

Pensions & Investments

How One Employer Successfully Guaranteed Lifetime Income for Its Employees

PLANSPONSOR; free registration may be required

[Opinion]

DOL's Retirement Security Rule Muddies Definitional Waters (PDF)

Groom Law Group, via Law360

Employee Benefits Jobs

View job as Administrator, Retirement Plan Compliance
for RiversEdge Advanced Retirement Solutions Administrator, Retirement Plan Compliance

RiversEdge Advanced Retirement Solutions

Remote / Sewickley PA

View job as Administrator, Retirement Plan Compliance
for RiversEdge Advanced Retirement Solutions

View job as Defined Benefit Software Support Specialist / Senior Actuarial Analyst
for ASC - Actuarial Systems Corporation Defined Benefit Software Support Specialist / Senior Actuarial Analyst

ASC - Actuarial Systems Corporation

Remote / Sylmar CA

View job as Defined Benefit Software Support Specialist / Senior Actuarial Analyst
for ASC - Actuarial Systems Corporation

View job as Retirement Account Administrator
for Alerus Retirement Account Administrator

Alerus

Remote / MN / ND

View job as Retirement Account Administrator
for Alerus

View job as Vice President of Partner Ecosystem
for Ubiquity Retirement + Savings Vice President of Partner Ecosystem

Ubiquity Retirement + Savings

Remote

View job as Vice President of Partner Ecosystem
for Ubiquity Retirement + Savings

View job as Director of Sales
for Ubiquity Retirement + Savings Director of Sales

Ubiquity Retirement + Savings

Remote

View job as Director of Sales
for Ubiquity Retirement + Savings

View job as Junior Actuary
for Alliant Insurance Junior Actuary

Alliant Insurance

Remote / NY

View job as Junior Actuary
for Alliant Insurance

View job as Third-Party Administrator (TPA)
for Chase Benefit Advisors Third-Party Administrator (TPA)

Chase Benefit Advisors

Glen Allen VA / Hybrid

View job as Third-Party Administrator (TPA)
for Chase Benefit Advisors

View job as Lead Plan Admin Analyst
for Ameritas Lead Plan Admin Analyst

Ameritas

Remote

View job as Lead Plan Admin Analyst
for Ameritas

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