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Weekly Highlights: Retirement Plans

Week ending January 19, 2024

13 New Job Opportunities

 

Text of IRS Notice 2024-21: Weighted Average Interest Rates, Yield Curves, and Segment Rates for January 2024 (PDF)

Internal Revenue Service [IRS]

Text of DOL FAQs: Pension-Linked Emergency Savings Accounts (PLESAs)

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

Defined Contribution Pre-Approved Plans Listing of Required Modifications and Information Package (LRM) (PDF)

Internal Revenue Service [IRS]

Cash or Deferred Arrangement (CODA) Listing of Required Modifications and Information Package (LRM) (PDF)

Internal Revenue Service [IRS]

Employee Stock Ownership Plan Pre-Approved Plans Listing of Required Modifications and Information Package (LRM) (PDF)

Internal Revenue Service [IRS]

Draft Instructions for 2023 IRS Form 8955-SSA: Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (PDF)

Internal Revenue Service [IRS]

Text of DOL Proposed Regs: Automatic Portability Transaction (PDF)

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

Text of Agencies' RFI Under SECURE 2.0 Section 319: Effectiveness of Reporting and Disclosure Requirements (PDF)

U.S. Treasury Department; U.S. Department of Labor [DOL]; and Pension Benefit Guaranty Corporation [PBGC]

Implementing the New Forms W-4P and W-4R: One Year Later

Morgan Lewis

IRS Posts Initial Employer Guidance on Emergency Savings Accounts

American Retirement Association [ARA]

IRS Issues Guidance on Miscellaneous SECURE 2.0 Provisions

Bolton

DOL Releases Proposed Regs on Retirement Plans and Automatic Portability Transactions When Employees Change Jobs

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

Planning for Inherited Retirement Accounts: Determining the Applicable Distribution Period

EisnerAmper

IRS SECURE 2.0 Guidance Answers Key Questions

Eversheds Sutherland

The Excellent Fiduciary: Traits of Effective Committee Members (PDF)

Roland Criss, via Journal of Compensation and Benefits

Unpacking the DOL's Enforcement Actions

Alvarez & Marsal

In Memoriam: Richard ('Rick') Matta

Groom Law Group

[Opinion]

It's Time to Bury the 4% Rule for Good

ThinkAdvisor

Employee Benefits Jobs

View job as Lead Plan Admin Analyst
          for Ameritas Lead Plan Admin Analyst

Ameritas

Remote

View job as Lead Plan Admin Analyst
          for Ameritas

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 Client Service Manager
          for July Business Services Client Service Manager

July Business Services

Remote

View job as Client Service Manager
          for July Business Services

View job as Distribution Specialist
          for ERISA Services, Inc. Distribution Specialist

ERISA Services, Inc.

Remote

View job as Distribution Specialist
          for ERISA Services, Inc.

View job as Retirement Plan Relationship Manager
          for ERISA Services, Inc. Retirement Plan Relationship Manager

ERISA Services, Inc.

Remote

View job as Retirement Plan Relationship Manager
          for ERISA Services, Inc.

View job as Employee Benefits Attorney
          for Hill Ward Henderson Employee Benefits Attorney

Hill Ward Henderson

Tampa FL / Hybrid

View job as Employee Benefits Attorney
          for Hill Ward Henderson

View job as Retirement Operations Supervisor
          for Alerus Retirement Operations Supervisor

Alerus

Remote / MN / ND

View job as Retirement Operations Supervisor
          for Alerus

View job as Lead Transition Consultant - Retirement Plans
          for Ameritas Lead Transition Consultant - Retirement Plans

Ameritas

Remote / Lincoln NE

View job as Lead Transition Consultant - Retirement Plans
          for Ameritas

View job as Pension Analyst II
          for My Benefits, LLC Pension Analyst II

My Benefits, LLC

Daphne AL / FL / GA / SC

View job as Pension Analyst II
          for My Benefits, LLC

View job as Relationship Manager
          for My Benefits, LLC Relationship Manager

My Benefits, LLC

Daphne AL / FL / GA / SC

View job as Relationship Manager
          for My Benefits, LLC

View job as Operations Manager - Distributions and Loans 
          for My Benefits, LLC Operations Manager - Distributions and Loans

My Benefits, LLC

Daphne AL / FL / GA / SC

View job as Operations Manager - Distributions and Loans 
          for My Benefits, LLC

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 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

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