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Weekly Highlights: Retirement Plans

Week ending February 2, 2024

16 New Job Opportunities

 

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

Internal Revenue Service [IRS]

Text of Instructions for 2023 IRS Form 5500-EZ: Annual Return of a One-Participant (Owners/Partners and Their Spouses) Retirement Plan or a Foreign Plan (PDF)

Internal Revenue Service [IRS]

Pension-Linked Emergency Savings Account Guideposts Issued

Ferenczy Benefits Law Center

What to Know About Catch-Up Contributions

Charles Schwab

IRS Provides Guidance on Roth Matching or Nonelective Contributions

Trucker Huss

Deadlines for 401(k) Adoption, Including SECURE 2.0 Changes

Employee Fiduciary

IRS Issues Updated Rules on Minimum Present Value of Benefits

Cheiron

DOL Issues Proposed Automatic Portability Regs: What Defined Contribution Plans Need to Know

Thomson Reuters / EBIA

IRS 'Grab Bag' Guidance on SECURE 2.0 Provisions

Willis Towers Watson

Long-Term Part-Time Employee Eligibility Rules Now in Effect

Troutman Pepper

Negotiating Provider Contracts for Benefit Plans

Holland & Hart LLP

DOL Lawsuit Alleges TPA Stole $5.5M in Retirement Plan Assets from 17 Clients

PLANSPONSOR; free registration may be required

New Proposal Would Repeal Income Tax on Social Security Benefits, Eliminate Wage Cap

ThinkAdvisor

Retirement Planners React to Proposed Repeal of Income Tax on Social Security

ThinkAdvisor

401Kids Savings Act Would Create Savings Accounts for Eligible Minors

planadviser

[Opinion]

American Benefits Council Comment Letter to IRS on Proposed Regs for Long-Term, Part-Time Employee Under Section 401(k)

American Benefits Council

[Opinion]

Meta Effect of Being Non-ERISA

403bwise

Employee Benefits Jobs

View job as Plan Document Specialist
          for MAP Retirement USA LLC Plan Document Specialist

MAP Retirement USA LLC

Remote

View job as Plan Document Specialist
          for MAP Retirement USA LLC

View job as Operations Manager
          for Multiemployer Benefit Fund Operations Manager

Multiemployer Benefit Fund

Long Island City NY / NJ

View job as Retirement Plan Administrator
          for Burke & Schindler CPA Retirement Plan Administrator

Burke & Schindler CPA

Cincinnati OH / Hybrid

View job as Retirement Plan Administrator
          for Burke & Schindler CPA

View job as DB/DC Consultant
          for Nova 401(k) Associates DB/DC Consultant

Nova 401(k) Associates

Remote

View job as DB/DC Consultant
          for Nova 401(k) Associates

View job as Defined Contribution Account Manager
          for Nova 401(k) Associates Defined Contribution Account Manager

Nova 401(k) Associates

Remote

View job as Defined Contribution Account Manager
          for Nova 401(k) Associates

View job as Defined Benefit Plan Enrolled Actuary
          for Associated Pension Consultants Defined Benefit Plan Enrolled Actuary

Associated Pension Consultants

Remote

View job as Defined Benefit Plan Enrolled Actuary
          for Associated Pension Consultants

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 Retirement Distribution & Tax Specialist
          for Alerus Retirement Distribution & Tax Specialist

Alerus

Remote / MN / ND

View job as Retirement Distribution & Tax Specialist
          for Alerus

View job as Installation Specialist
          for Benefit Plans Plus, LLC Installation Specialist

Benefit Plans Plus, LLC

Remote / Saint Louis MO

View job as Installation Specialist
          for Benefit Plans Plus, LLC

View job as Retirement Plans - Defined Contribution Consultant
          for CEP Consultants Inc. Retirement Plans - Defined Contribution Consultant

CEP Consultants Inc.

Remote

View job as Compliance Manager
          for FuturePlan, by Ascensus Compliance Manager

FuturePlan, by Ascensus

Remote / PA

View job as Compliance Manager
          for FuturePlan, by Ascensus

View job as Actuary/Director - Retirement Plan Consulting
          for Eisner Advisory Group LLC Actuary/Director - Retirement Plan Consulting

Eisner Advisory Group LLC

Remote / Minneapolis MN / FL / IL / LA / NJ / PA / TX / Hybrid

View job as Actuary/Director - Retirement Plan Consulting
          for Eisner Advisory Group LLC

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

U.S. Retirement & Benefits Partners

New Braunfels TX

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

View job as TPA Retirement Plan Administrator
          for CPS TPA Retirement Plan Administrator

CPS

Remote / DE / GA / IA / IL / MI / RI

View job as TPA Retirement Plan Administrator
          for CPS

View job as Supervisor, Conversion Team
          for Insperity Supervisor, Conversion Team

Insperity

Kingwood TX

View job as Supervisor, Conversion Team
          for Insperity

View job as Client Services Consultant
          for Redbrick Insights, LLC Client Services Consultant

Redbrick Insights, LLC

Lake Mary FL

View job as Client Services Consultant
          for Redbrick Insights, LLC

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