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Weekly Highlights: Retirement Plans

Week ending February 9, 2024

9 New Job Opportunities

 

Text of IRS Request for Comments on Rev. Proc. 2024-4: Procedure for IRS Employee Plans Determination Letters, Rulings and Agreements

Internal Revenue Service [IRS]

Draft of IRS Publication 590-B: Distributions from Individual Retirement Arrangements (IRAs), for Use in Preparing 2023 Returns (PDF)

Internal Revenue Service [IRS]

You Don’t Have To Go Home, But You Can’t Stay Here: Cashout Limit Increases to $7000

Jackson Lewis P.C.

IRS Guidance Illuminates SECURE 2.0's Roth Employer Contributions

Mercer

IRS Releases Final Guidance on Penalty Exceptions for Failure to File Correct Information Returns or Furnish Payee Statements

Ascensus

SECURE 2.0 Required Interim Amendment Deadline Changes (Again)

KLB Benefits Law Group

Form 5500 Updates: Participant Count Win and Large Plan Filer Warning

Newfront

IRS Employee Plans News: Pre-Examination Compliance Pilot 2.0 (PDF)

Internal Revenue Service [IRS]

IRS Proposes Long-Term, Part-Time Worker 401(k) Eligibility Rules (PDF)

Mercer

SECURE 2.0 Grab Bag Guidance: De Minimis Financial Incentives

Ferenczy Benefits Law Center

SECURE 2.0 Guidance Gives More Flexibility to Cash Balance Plans

Mercer

IRS Announces Extension of Pre-Examination Compliance Pilot Program

Proskauer

DOL Obtains Emergency Court Order to Protect Assets of 17 Retirement Plans Served by TPA Whose Owner Allegedly Embezzled Over $5.5M from Plans

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

Shuttered Longtime Philadelphia Law Firm Sued Over Pension Plan

Reuters; free registration may be required

[Opinion]

What the Proposal to End 401(k) Tax Breaks to Fund Social Security Gets Wrong

ThinkAdvisor

Employee Benefits Jobs

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 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 Regional Vice President, Sales
          for MAP Retirement USA LLC Regional Vice President, Sales

MAP Retirement USA LLC

Remote

View job as Regional Vice President, Sales
          for MAP Retirement USA LLC

View job as Junior Retirement Plan Administrator
          for WIA Consultants, Inc. Junior Retirement Plan Administrator

WIA Consultants, Inc.

East Meadow NY / Hybrid

View job as Junior Retirement Plan Administrator
          for WIA Consultants, Inc.

View job as Internal Wholesaler
          for Alerus Internal Wholesaler

Alerus

Hopkins MN

View job as Internal Wholesaler
          for Alerus

View job as Manager, Defined Contribution
          for MGKS Manager, Defined Contribution

MGKS

AZ / Hybrid

View job as Manager, Defined Contribution
          for MGKS

View job as TPA Department Manager
          for Keating and Associates, Inc. TPA Department Manager

Keating and Associates, Inc.

Remote / Manhattan KS / Overland Park KS / Chicago IL

View job as TPA Department Manager
          for Keating and Associates, Inc.

View job as Product Support Specialist
          for ftwilliam.com / Wolters Kluwer Product Support Specialist

ftwilliam.com / Wolters Kluwer

Remote

View job as Product Support Specialist
          for ftwilliam.com / Wolters Kluwer

View job as Retirement Plan Termination Specialist
          for SS&C Technologies Retirement Plan Termination Specialist

SS&C Technologies

Quincy MA / Kansas City MO / Hybrid

View job as Retirement Plan Termination Specialist
          for SS&C Technologies

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