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Weekly Highlights: Retirement Plans

Week ending December 22, 2023

7 New Job Opportunities

 

Text of IRS Rev. Rul. 2024-1: Covered Compensation Tables for the 2024 Plan Year (PDF)

Internal Revenue Service [IRS]

Text of IRS Notice 2024-02: Miscellaneous Changes Under the SECURE 2.0 Act of 2022 (PDF)

Internal Revenue Service [IRS]

Text of IRS Notice 2024-03: 2023 Cumulative List of Changes in Plan Qualification Requirements for Defined Contribution Qualified Pre-Approved Plans (PDF)

Internal Revenue Service [IRS]

Fast-Approaching Deadlines for Employee Benefit Plans

Venable LLP

Information-Reporting Penalty Safe Harbor Finalized

Journal of Accountancy

2023 Required Amendments List Is Empty But 2025 Deadlines Remain

Mercer

IRS Guidance Leaves Little Time for Long-Term, Part-Time Employee Changes

McDermott Will & Emery

Self-Correction of Plan Failures Made Easier — at Least for Now

Trucker Huss

Long-Term, Part-Time Proposed Rule for Certain DC Plans

Segal

What is Section 409(p) Testing?

Blue Ridge ESOP Associates

IRS Releases Guidance on SECURE 2.0 Provisions

CAPTRUST

EBSA Audit Quality Study: Financial Statement Audits of Employee Benefit Plans Covered Under ERISA for the 2020 Filing Year (PDF)

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

Time to Catch Up on Those 401(k) Plan Committee Meeting Minutes!

Bradley Bartells, via LinkedIn

Re-Evaluating Market-Based Cash Balance Plans in Light of SECURE 2.0

Fidelity

[Opinion]

Empower Comment Letter to DOL on Retirement Security Proposed Rule (PDF)

Empower

Employee Benefits Jobs

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 Implementations and Documents Specialist
for Stones River Consulting Implementations and Documents Specialist

Stones River Consulting

Remote

View job as Implementations and Documents Specialist
for Stones River Consulting

View job as Pension Associate
for Strategic Pension Services, LLC Pension Associate

Strategic Pension Services, LLC

Albany NY

View job as Pension Associate
for Strategic Pension Services, LLC

View job as Implementation/Onboarding Specialist
for Retirement Solutions Specialists Implementation/Onboarding Specialist

Retirement Solutions Specialists

Remote / Jacksonville FL / Hybrid

View job as Implementation/Onboarding Specialist
for Retirement Solutions Specialists

View job as Operations Analyst
for American Trust Retirement Operations Analyst

American Trust Retirement

Lexington KY / Hybrid

View job as Operations Analyst
for American Trust Retirement

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

Retirement Solutions Specialists

Remote / Jacksonville FL / Hybrid

View job as Retirement Plan Administrator
for Retirement Solutions Specialists

View job as Retirement Plan Administrator
for Fulton Bank Retirement Plan Administrator

Fulton Bank

Remote / Lancaster PA

View job as Retirement Plan Administrator
for Fulton Bank

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