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Weekly Highlights: Retirement Plans

Week ending January 5, 2024

10 New Job Opportunities

 

DOL EFAST2 Website Updated: Final Form 5500 Series Available for 2023 Plan Year Filings

U.S. Department of Labor [DOL]

New Roth Provisions Effective in 2024

Slott Report

IRS Clarifies SECURE 2.0 Mandatory Automatic Enrollment Provisions

Ferenczy Benefits Law Center

IRS Issues 2023 Cumulative List for Defined Contribution Pre-Approved Plans (PDF)

Thomson Reuters / EBIA

IRS Provides Guidance on SECURE 2.0 Act Changes and Further Extends Plan Amendment Deadline for Applicable Legislation (PDF)

Thomson Reuters / EBIA

DOL Retirement Security Proposal Would Extend Fiduciary Duty to Annuity Sellers

InsuranceNewsNet.com

SECURE 2.0 Provisions Will Affect Individuals Planning to Retire in 2024

ThinkAdvisor

Lawsuit Alleges Wells Fargo Advisor's Mistake Caused Costly RMD Shortfall

ThinkAdvisor

401(k) Checkup: Elective Deferrals

Haynes and Boone, LLP

Plan Sponsors Should Be Intentional When Adding Managed Accounts

PLANSPONSOR; free registration may be required

The Plan Sponsor's Guide to PEPs

Pensions & Investments, in partnership with AON

[Opinion]

Are You Prepared for the Evolution of Retirement?

Kiplinger

[Opinion]

American Benefits Council Comment Letter to DOL on Retirement Security Proposal

American Benefits Council

[Opinion]

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

American Retirement Association [ARA]

Employee Benefits Jobs

View job as Senior Retirement Plan Administration Consultant
          for Fiduciary Wise Senior Retirement Plan Administration Consultant

Fiduciary Wise

Remote

View job as Senior Retirement Plan Administration Consultant
          for Fiduciary Wise

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 Employee Benefits Account Manager
          for U.S. Retirement & Benefits Partners Employee Benefits Account Manager

U.S. Retirement & Benefits Partners

Wayne PA / Hybrid

View job as Employee Benefits Account Manager
          for U.S. Retirement & Benefits Partners

View job as Implementations Relationship Manager
          for Vestwell Implementations Relationship Manager

Vestwell

Remote

View job as Implementations Relationship Manager
          for Vestwell

View job as Actuarial Analyst
          for The McKeogh Company Actuarial Analyst

The McKeogh Company

Conshohocken PA / Hybrid

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 Retirement Plan Onboarding Coordinator
          for The Finway Group Retirement Plan Onboarding Coordinator

The Finway Group

West Des Moines IA

View job as Retirement Plan Onboarding Coordinator
          for The Finway Group

View job as Enrolled Actuary
          for Pinnacle Plan Design, LLC Enrolled Actuary

Pinnacle Plan Design, LLC

Remote

View job as Enrolled Actuary
          for Pinnacle Plan Design, LLC

View job as Employee Benefits Account Manager
          for U.S. Retirement & Benefits Partners Employee Benefits Account Manager

U.S. Retirement & Benefits Partners

Remote

View job as Employee Benefits Account Manager
          for U.S. Retirement & Benefits Partners

View job as Plan Administrator
          for Atlantic Pension Services Inc Plan Administrator

Atlantic Pension Services Inc

Kennett Square PA

View job as Plan Administrator
          for Atlantic Pension Services Inc

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