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Weekly Highlights: Retirement Plans

Week ending March 22, 2024

11 New Job Opportunities

 

Text of DOL Statement of Enforcement Policy Regarding Return of Excess Special Financial Assistance Payments

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

Social Security Announces Key Updates to Address Improper Payments

U.S. Social Security Administration [SSA]

Text of IRS Publication 5528: Nonqualified Deferred Compensation Audit Technique Guide (PDF)

Internal Revenue Service [IRS]

New Compliance Questions on Form 5500

Newfront

IRS 2023-2024 Priority Guidance Plan: Second Quarter Update (PDF)

Internal Revenue Service [IRS]

Correcting a Common Mistake in 401(k) Plans: Failure to Make Safe Harbor Contribution:

ForUsAll

IRS Provides Guidance on SECURE 2.0's Terminal Illness Distributions

Mercer

SECURE 2.0 Changes for 457(b) Plans

National Tax-Deferred Savings Association [NTSA]

AT&T Sued Over 2023 Pension Risk Transfer

October Three Consulting

A Cybersecurity Checklist for Employers: Safeguarding Your Company's 401(k) (PDF)

Mayflower Advisors

Roth Conversions: Convert Everything at Once or as You Go?

Kiplinger

Pension Risk Transfers Trigger New ERISA Litigation

American Retirement Association [ARA]

401(k) Litigation: Present and Future

planadviser

District Court Provides Important Reminders for ERISA Plan Document Requests

Maynard Nexsen

Employers Reminded to Carefully Consider ERISA Plan Document Requests

Haynes and Boone, LLP

Pension Risk Transfers and the Continuing Concern About Buying a Pig in a Poke

The Wagner Law Group

[Opinion]

Is It a Bad Thing That ERISA Killed the Pension Plan?

Fiduciary News; free registration required

Employee Benefits Jobs

View job as Business Development Director
          for AimPoint Pension Business Development Director

AimPoint Pension

Remote / Pompano Beach FL / AL / GA

View job as Business Development Director
          for AimPoint Pension

View job as Loan & Distribution Specialist
          for AimPoint Pension Loan & Distribution Specialist

AimPoint Pension

Remote

View job as Loan & Distribution Specialist
          for AimPoint Pension

View job as Regional Vice President of Sales
          for The Retirement Plan Company Regional Vice President of Sales

The Retirement Plan Company

Remote / AL / FL / GA / MS

View job as Regional Vice President of Sales
          for The Retirement Plan Company

View job as Document Specialist
          for Definiti Document Specialist

Definiti

Remote

View job as Document Specialist
          for Definiti

View job as Defined Benefit Plan Consultant
          for Planned Retirement Consultants & Administrators, LLC Defined Benefit Plan Consultant

Planned Retirement Consultants & Administrators, LLC

Remote / Ridgewood NJ

View job as Defined Benefit Plan Consultant
          for Planned Retirement Consultants & Administrators, LLC

View job as 401k & Defined Contribution Plan Consultant
          for Planned Retirement Consultant & Administrators, LLC 401k & Defined Contribution Plan Consultant

Planned Retirement Consultant & Administrators, LLC

Remote / Ridgewood NJ

View job as 401k & Defined Contribution Plan Consultant
          for Planned Retirement Consultant & Administrators, LLC

View job as Senior Client Service Manager (Non-Qualified)
          for Newport, an Ascensus Company Senior Client Service Manager (Non-Qualified)

Newport, an Ascensus Company

Remote

View job as Senior Client Service Manager (Non-Qualified)
          for Newport, an Ascensus Company

View job as Senior Pension Analyst / Advanced Pension Analyst
          for Security Administrators, Inc. Senior Pension Analyst / Advanced Pension Analyst

Security Administrators, Inc.

AL / CT / FL / IN / MA / NC / NJ / NY / OH / PA / TX

View job as Client Relationship Manager
          for Alerus Client Relationship Manager

Alerus

Hopkins MN / Arden Hills MN

View job as Client Relationship Manager
          for Alerus

View job as Strategic Account Manager
          for Definiti Strategic Account Manager

Definiti

Remote

View job as Strategic Account Manager
          for Definiti

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

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