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Weekly Highlights: Retirement Plans

Week ending December 1, 2023

21 New Job Opportunities

 

Text of Draft 2023 Instructions for IRS Form 5329: Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (PDF)

Internal Revenue Service [IRS]

Text of Draft IRS Publication 571: Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations (PDF)

Internal Revenue Service [IRS]

New LTPT Proposed Regs Drop as Effective Date Looms

American Retirement Association [ARA]

Long Term, Part Time Employees, Part 1

DWC

Long Term, Part Time Employees, Part 2

DWC

2024 Retirement Plan Compliance Calendars

Mercer

Not a Moment Too Soon: The LTPT Regulations Are Here

Ferenczy Benefits Law Center

Plan Sponsors Should Prepare for SECURE 2.0 Provisions That Take Effect in 2024

Kaufman & Canoles, P.C.

The Long Wait for the Long-Term Part-Time Guidance Is Over

Seyfarth Shaw LLP

Key Changes Made by New IRS Guidance for Pre-Approved Plans

American Retirement Association [ARA]

Newly Released 2023 Form 5500s Reflect Significant Changes

Groom Law Group

IRS Issues Long-Term, Part-Time Employee Proposed Regs

Groom Law Group

IRS Black Friday Special: Proposed Regs on Long-Term, Part-Time Employee Rules (PDF)

Thomson Reuters / EBIA

IRS Part-Time Eligibility Rules Bring Relief, Surprise, Deadline Concern

planadviser

Form 5500 Series Filing Extensions: 2024 Brings Changes

Segal

Year-End Plan Sponsor 'To Do' Reminders and Updates for Your Company's Retirement and Health and Welfare Plans

Husch Blackwell

[Opinion]

What Is IBM Doing with Its Retirement Plans? and Why?

Alicia Munnell, for the Center for Retirement Research at Boston College

Employee Benefits Jobs

View job as Plan Document Specialist
          for MAP Retirement USA LLC Plan Document Specialist

MAP Retirement USA LLC

Remote

View job as Plan Document Specialist
          for MAP Retirement USA LLC

View job as Plan Consultant
          for MAP Retirement USA, LLC Plan Consultant

MAP Retirement USA, LLC

Remote

View job as Plan Consultant
          for MAP Retirement USA, LLC

View job as Retirement Plan Administrator (TPA)
          for Retirement Plan Consultants Retirement Plan Administrator (TPA)

Retirement Plan Consultants

Remote / Norfolk NE

View job as Retirement Plan Administrator (TPA)
          for Retirement Plan Consultants

View job as Retirement Plan Compliance Consultant
          for TriStar Pension Consulting Retirement Plan Compliance Consultant

TriStar Pension Consulting

Remote / OK

View job as Retirement Plan Compliance Consultant
          for TriStar Pension Consulting

View job as Retirement Processing Analyst
          for PCS Retirement, LLC Retirement Processing Analyst

PCS Retirement, LLC

Remote / Philadelphia PA

View job as Retirement Processing Analyst
          for PCS Retirement, LLC

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 DB/DC Consultant
          for Nova 401(k) Associates DB/DC Consultant

Nova 401(k) Associates

Remote

View job as DB/DC Consultant
          for Nova 401(k) Associates

View job as Defined Contribution Account Manager
          for Nova 401(k) Associates Defined Contribution Account Manager

Nova 401(k) Associates

Remote

View job as Defined Contribution Account Manager
          for Nova 401(k) Associates

View job as Senior Pension Administrator
          for The Hilb Group Senior Pension Administrator

The Hilb Group

Remote / Cranston RI

View job as Senior Pension Administrator
          for The Hilb Group

View job as Retirement Specialist
          for Alerus Retirement Specialist

Alerus

Arden Hills MN / Hopkins MN / Fargo ND / Grand Forks ND

View job as Retirement Specialist
          for Alerus

View job as Defined Benefit Combo Cash Balance Compliance Consultant
          for Loren D.  Stark Company (LDSCO) Defined Benefit Combo Cash Balance Compliance Consultant

Loren D. Stark Company (LDSCO)

Remote

View job as Defined Benefit Combo Cash Balance Compliance Consultant
          for Loren D.  Stark Company (LDSCO)

View job as Enrolled Actuary
          for FuturePlan, by Ascensus Enrolled Actuary

FuturePlan, by Ascensus

Remote

View job as Enrolled Actuary
          for FuturePlan, by Ascensus

View job as Regional Vice President of Sales
          for EGPS Regional Vice President of Sales

EGPS

Remote / Franklin Square NY / CA / CO / IL / KY / MO / OR / TN / TX / WA

View job as Regional Vice President of Sales
          for EGPS

View job as Actuary
          for EGPS Actuary

EGPS

Remote

View job as Actuary
          for EGPS

View job as DB Retirement Plan Consultant
          for EGPS DB Retirement Plan Consultant

EGPS

Remote / Franklin Square NY

View job as DB Retirement Plan Consultant
          for EGPS

View job as DC Retirement Plan Consultant
          for EGPS DC Retirement Plan Consultant

EGPS

Remote

View job as DC Retirement Plan Consultant
          for EGPS

View job as Manager I, Retirement Plan Documents
          for TruStage Insurance Agency Manager I, Retirement Plan Documents

TruStage Insurance Agency

Remote / Madison WI

View job as Manager I, Retirement Plan Documents
          for TruStage Insurance Agency

View job as Group Compliance Consultant
          for NRECA Group Compliance Consultant

NRECA

Arlington VA / NE / Hybrid

View job as Group Compliance Consultant
          for NRECA

View job as Account Manager - Employee Benefits
          for The Standard Account Manager - Employee Benefits

The Standard

Overland Park KS / MO

View job as Account Manager - Employee Benefits
          for The Standard

View job as Employee Benefits Service Manager
          for The Standard Employee Benefits Service Manager

The Standard

Annapolis MD / DC / VA / Hybrid

View job as Employee Benefits Service Manager
          for The Standard

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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