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Weekly Highlights: Retirement Plans

Week ending December 15, 2023

16 New Job Opportunities

 

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

Internal Revenue Service [IRS]

IRS to Hold Virtual Meeting for Pre-Approved Plan Providers and Mass Submitters (PDF)

Internal Revenue Service [IRS]

Text of 2024 IRS Form W-4P: Withholding Certificate for Periodic Pension or Annuity Payments (PDF)

Internal Revenue Service [IRS]

Text of 2023 IRS Form 8881: Credit for Small Employer Pension Plan Startup Costs (PDF)

Internal Revenue Service [IRS]

Text of IRS Notice 2024-04: Weighted Average Interest Rates, Yield Curves, and Segment Rates for December 2023 (PDF)

Internal Revenue Service [IRS]

Summary of 2024 Benefit-Related Cost-of-Living Adjustments (PDF)

Mercer

IRS Issues Proposed Regs for Long-Term, Part-Time Employees

Ascensus

New Distribution Options to Encourage Savings

DWC

What Plan Sponsors Should Know About DOL's New Fiduciary Proposal

Mercer

2024 ERISA Plan Compliance Calendar (PDF)

PLANSPONSOR; free registration may be required

Is This a Good Time to Buy That Single Premium Immediate Life Annuity?

Ken Steiner, FSA Retired

DOL's Gomez Lays Out Fiduciary Rule's Chief Goals at Start of 2-Day Hearing

ThinkAdvisor

ERISA Fiduciary Concerns Relating to Cybersecurity: Theft of Plan Assets

Professional Liability Underwriting Society [PLUS]

What 2024 Could Hold for Retirement Plan Sponsors

CAPTRUST

No Electronic Filing of Form 5558 for 2023 Filing?

American Retirement Association [ARA]

Longstanding IRS Position on Forfeitures Called Into Question by Recent Lawsuits

The Wagner Law Group

Fiduciary Obligations in ESOP Re-Leveraging Transactions

ArentFox Schiff LLP

IBM's Bold Cash Balance Move: Does Stronger DB Funding Status Offer More Options to Others?

Principal Financial Group

Employee Benefits Jobs

View job as Plan Administrator
for Steidle Pension Solutions, LLC Plan Administrator

Steidle Pension Solutions, LLC

Remote / NJ

View job as Plan Administrator
for Steidle Pension Solutions, LLC

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 Litigation Attorney
for Trucker Huss, APC Litigation Attorney

Trucker Huss, APC

San Francisco CA / Los Angeles CA / Hybrid

View job as Litigation Attorney
for Trucker Huss, APC

View job as Retirement Plan Administrator Assistant
for The Finway Group Retirement Plan Administrator Assistant

The Finway Group

Remote

View job as Retirement Plan Administrator Assistant
for The Finway Group

View job as Sr Plan Administration Analyst
for Ameritas Sr Plan Administration Analyst

Ameritas

Remote

View job as Sr Plan Administration Analyst
for Ameritas

View job as Plan Administrator – Qualified Plan Administration & Consulting
for Clark Schaefer Hackett Plan Administrator – Qualified Plan Administration & Consulting

Clark Schaefer Hackett

Remote

View job as Plan Administrator – Qualified Plan Administration & Consulting
for Clark Schaefer Hackett

View job as Senior Defined Benefit Plan Consultant
for Loren D. Stark Company (LDSCO) Senior Defined Benefit Plan Consultant

Loren D. Stark Company (LDSCO)

Remote

View job as Senior Defined Benefit Plan Consultant
for Loren D. Stark Company (LDSCO)

View job as Distribution and Loans Analyst
for Ubiquity Retirement + Savings Distribution and Loans Analyst

Ubiquity Retirement + Savings

Remote

View job as Distribution and Loans Analyst
for Ubiquity Retirement + Savings

View job as Retirement Plan Documents Specialist
for Loren D. Stark Company (LDSCO) Retirement Plan Documents Specialist

Loren D. Stark Company (LDSCO)

Remote

View job as Retirement Plan Documents Specialist
for Loren D. Stark Company (LDSCO)

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 Account Manager - Employee Benefits
for The Standard Account Manager - Employee Benefits

The Standard

New Orleans LA / Houston TX

View job as Account Manager - Employee Benefits
for The Standard

View job as Employee Benefits and Executive Compensation Attorney
for AmLaw 200 Firm Employee Benefits and Executive Compensation Attorney

AmLaw 200 Firm

Charlotte NC / Hybrid

View job as Employee Benefits and Executive Compensation Attorney
for AmLaw 200 Firm

View job as Sr. Sales Representative - Group Employee Benefits
for The Standard Sr. Sales Representative - Group Employee Benefits

The Standard

West Hollywood CA / Hybrid

View job as Sr. Sales Representative - Group Employee Benefits
for The Standard

View job as Retirement Plan Transition Administrator
for Alerus Retirement Plan Transition Administrator

Alerus

Remote / MN / ND

View job as Retirement Plan Transition Administrator
for Alerus

View job as Retirement Plan Administrator
for Retirement Plan Solutions Retirement Plan Administrator

Retirement Plan Solutions

Duncansville PA / Hollidaysburg PA / Altoona PA / Hybrid

View job as Retirement Plan Administrator
for Retirement Plan Solutions

View job as Retirement Plan Consultant/Administrator
for Compass Retirement Consulting Group, Inc. Retirement Plan Consultant/Administrator

Compass Retirement Consulting Group, Inc.

Remote / NH

View job as Retirement Plan Consultant/Administrator
for Compass Retirement Consulting Group, Inc.

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