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Weekly Highlights: Retirement Plans

Week ending April 5, 2024

19 New Job Opportunities

 

Text of DOL Final Amendment to Prohibited Transaction Class Exemption 84-14: Transactions Determined by Independent Qualified Professional Asset Managers (the QPAM Exemption)

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

Text of Agencies' Extension of Time for Response to RFI 'SECURE 2.0 Section 319: Effectiveness of Reporting and Disclosure Requirements'

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]; Internal Revenue Servicce [IRS]; and Pension Benefit Guaranty Corporation [PBGC]

How DOL's Proposed Automatic Portability Regs Will Affect Defined Contribution Plans

Hall Benefits Law

DOL Announces Final Amendment to 'QPAM Exemption'

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

Corporate Transparency Act Issues for ESOPs

Kaufman & Canoles, P.C.

The DOL's New Fiduciary Proposal and the Continued Focus on Rollover Recommendations (PDF)

Fred Reish, Joan Neri and Joshua Waldbeser, via Journal of Pension Benefits

Can ChatGPT be Your ERISA Counsel?

Faegre Drinker

Pension Plan De-Risking Transactions Targeted by Plaintiffs' Bar

Nixon Peabody LLP

Americans Believe They Will Need $1.46 Million to Retire Comfortably

Northwestern Mutual

BP Employees Win Equitable Relief Based on Misleading Communications About Retirement Plan Changes

Kantor & Kantor

Now or Later: When Should You Update Your SPD for SECURE 2.0?

Haynes and Boone, LLP

CRS Report on Pensions and Individual Retirement Accounts (IRAs): Investment Issues

Congressional Research Service [CRS]

Retirement Plan Sponsor Sues Adviser, Alleging Failure to Advise Plan of Amendment Implications

PLANSPONSOR; free registration may be required

2024 Compensation Committee Handbook (PDF)

Skadden

Do You Really Need $1.5M to Retire? Experts Weigh in on the New Magic Number

ThinkAdvisor

ERISA Class Action Review, 2024

International Lawyers Network

Recent Trends in Excessive Fee Litigation

Baker Botts L.L.P.

[Opinion]

Is the 401(k) Really a 'Horrible' Retirement Plan?

Data 'Points'

Employee Benefits Jobs

View job as Senior Specialist 401k Recordkeeping
for T Bank N.A. Senior Specialist 401k Recordkeeping

T Bank N.A.

Dallas TX

View job as Senior Specialist 401k Recordkeeping
for T Bank N.A.

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 Defined Contributions Compliance Consultant
for Loren D. Stark Company (LDSCO) Defined Contributions Compliance Consultant

Loren D. Stark Company (LDSCO)

Remote

View job as Defined Contributions Compliance Consultant
for Loren D. Stark Company (LDSCO)

View job as Retirement Account Manager
for Fringe Benefit Group Retirement Account Manager

Fringe Benefit Group

Remote / Austin TX

View job as Retirement Account Manager
for Fringe Benefit Group

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 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 Regional Sales Director (West)
for July Business Services Regional Sales Director (West)

July Business Services

CA

View job as Regional Sales Director (West)
for July Business Services

View job as Retirement Plan Consultant
for July Business Services Retirement Plan Consultant

July Business Services

Remote

View job as Retirement Plan Consultant
for July Business Services

View job as Employee Benefits Manager
for Massachusetts Teacher Association Employee Benefits Manager

Massachusetts Teacher Association

Quincy MA

View job as Tax (Employee Benefits) Associate
for Holland & Hart Tax (Employee Benefits) Associate

Holland & Hart

Denver CO / Boise ID / Salt Lake City UT / Hybrid

View job as Retirement Plan Administrator
for Wolters Kluwer / ftwilliam.com Retirement Plan Administrator

Wolters Kluwer / ftwilliam.com

Remote

View job as Retirement Plan Administrator
for Wolters Kluwer / ftwilliam.com

View job as Relationship Manager
for Compass Relationship Manager

Compass

Remote / NH

View job as Relationship Manager
for Compass

View job as Retirement Plan Consultant
for FuturePlan, by Ascensus Retirement Plan Consultant

FuturePlan, by Ascensus

Remote

View job as Retirement Plan Consultant
for FuturePlan, by Ascensus

View job as Defined Benefit Consultant
for FuturePlan, by Ascensus Defined Benefit Consultant

FuturePlan, by Ascensus

Remote

View job as Defined Benefit Consultant
for FuturePlan, by Ascensus

View job as Sr. Actuary
for EGPS Sr. Actuary

EGPS

Remote

View job as Sr. Actuary
for EGPS

View job as Qualified Retirement Plan Administrator
for N.A. Falcone & Associates, Inc. Qualified Retirement Plan Administrator

N.A. Falcone & Associates, Inc.

Willow Grove PA

View job as Qualified Retirement Plan Administrator
for N.A. Falcone & Associates, Inc.

View job as Participant Services Supervisor
for U.S. Retirement & Benefits Partners Participant Services Supervisor

U.S. Retirement & Benefits Partners

Harrisburg PA / Lakeland FL / Hybrid

View job as Participant Services Supervisor
for U.S. Retirement & Benefits Partners

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 Retirement Plan Administrator
for CPS Inc. Retirement Plan Administrator

CPS Inc.

Remote

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