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Weekly Highlights: Retirement Plans

Week ending December 8, 2023

12 New Job Opportunities

 

Text of Draft Instructions for 2024 IRS Forms 1099-R and 5498: Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, Etc. (PDF)

Internal Revenue Service [IRS]

DOL Regulatory Agenda, Fall 2023: Includes New Reg Projects

U.S. Department of Labor [DOL]

Text of Draft 2024 IRS Form W-4R: Withholding Certificate for Nonperiodic Payments and Eligible Rollover Distributions (PDF)

Internal Revenue Service [IRS]

DOL Publishes Agenda and Registration Information for Online Hearing on Proposed Retirement Security Rule, Related Proposed Exemption Amendments

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

Text of IRS Notice 2023-79: 2023 Required Amendments List for Individually Designed Qualified and Section 403(b) Plans (PDF)

Internal Revenue Service [IRS]

Long-Term, Part-Time Employees: A Summary of the IRS Regs (PDF)

Smith, Gambrell & Russell, LLP

2023 End of Year Plan Sponsor 'To Do' List for Qualified Retirement Plans

Snell & Wilmer

Checking It Twice: End of Year Actions for Benefit Plans (PDF)

Eversheds Sutherland

401(k) Long-Term, Part Time Rules: What Employers Need to Know

Employee Fiduciary

The Long Wait Is Over for Long-Term, Part-Time Employee Guidance

Sidley Austin LLP

SECURE 2.0 Provisions for Defined Benefit Plans

Thompson Hine LLP, via Bloomberg Law

Use of Retirement Plan Forfeitures: The IRS Proposed Regs, Recent Litigation, and the DOL's Position

Verrill Dana LLP

Employee Benefits Update, December 2023 (PDF)

KutakRock

The Anatomy of a Qualified Replacement Plan

Ferenczy Benefits Law Center

Using AI in Employee Benefits

International Foundation of Employee Benefit Plans [IFEBP]

The Dirty Secret About Collective Investment Trusts

Fiduciary News; free registration required

Lawmakers Unveil SECURE 2.0 Technical Corrections Draft

American Retirement Association [ARA]

SECURE 2.0 Act Technical Corrections Discussion Draft Released

Committee on Education and the Workforce, U.S. House of Representatives

Employee Benefits Jobs

View job as DC Plan Administrator
for BSP Retirement Services DC Plan Administrator

BSP Retirement Services

Remote

View job as DC Plan Administrator
for BSP Retirement Services

View job as Executive Director
for IUOE Local No. 478  Employee Benefit Funds Executive Director

IUOE Local No. 478 Employee Benefit Funds

Hamden CT

View job as Executive Director
for IUOE Local No. 478  Employee Benefit Funds

View job as Retirement Plan Administrator
for Benefit Resources, Inc. Retirement Plan Administrator

Benefit Resources, Inc.

Sacramento CA / Hybrid

View job as Retirement Plan Administrator
for Benefit Resources, Inc.

View job as DB Administrator
for HowardSimon DB Administrator

HowardSimon

Remote

View job as DB Administrator
for HowardSimon

View job as ESOP Administrator
for Apex Pension Strategies, Inc. ESOP Administrator

Apex Pension Strategies, Inc.

Remote

View job as ESOP Administrator
for Apex Pension Strategies, Inc.

View job as Associate DB/DC Account Manager
for Nova 401(k) Associates Associate DB/DC Account Manager

Nova 401(k) Associates

Remote

View job as Associate DB/DC Account Manager
for Nova 401(k) Associates

View job as Implementation Specialist
for Nova 401(k) Associates Implementation Specialist

Nova 401(k) Associates

Remote

View job as Implementation Specialist
for Nova 401(k) Associates

View job as ESOP Consultant
for FuturePlan, by Ascensus ESOP Consultant

FuturePlan, by Ascensus

Remote

View job as ESOP Consultant
for FuturePlan, by Ascensus

View job as Actuarial Consultant
for Nyhart, part of FuturePlan by Ascensus Actuarial Consultant

Nyhart, part of FuturePlan by Ascensus

Remote

View job as Actuarial Consultant
for Nyhart, part of FuturePlan by Ascensus

View job as 529 Advisor Field Rep, College Savings - Advisor Sales
for Ascensus 529 Advisor Field Rep, College Savings - Advisor Sales

Ascensus

Remote

View job as 529 Advisor Field Rep, College Savings - Advisor Sales
for Ascensus

View job as Director of Transactions (Managerial)
for MAP Retirement Director of Transactions (Managerial)

MAP Retirement

Remote

View job as Director of Transactions (Managerial)
for MAP Retirement

View job as Retirement Plan Administration Consultant
for Cetera Financial Services Retirement Plan Administration Consultant

Cetera Financial Services

Remote / Kirkland WA

View job as Retirement Plan Administration Consultant
for Cetera Financial Services

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