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Weekly Highlights: Retirement Plans

Week ending April 26, 2024

17 New Job Opportunities

 

Text of DOL Final Regs: Retirement Security Rule: Definition of an Investment Advice Fiduciary

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

Text of DOL Amendment to Prohibited Transaction Exemption 2020-02

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

How IRS Notice 2024-35 Affects Beneficiaries

Ascensus

DOL Proposed Rule on Automatic Portability: Considerations for Plan Fiduciaries

Morgan Lewis

Reasons to Avoid SECURE 2.0 Emergency Savings Accounts

Hall Benefits Law

Defining Investment Advice Fiduciary

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

DOL Fact Sheet: Retirement Security Rule and Amendments to Class Prohibited Transaction Exemptions for Investment Advice Fiduciaries

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

DOL Investment Advice Fiduciary Rule Includes Changes from 2023 Proposal

Groom Law Group

IRS Extends Waiver of Excise Tax, But Not RMDs, for 10-Year Beneficiaries

Denise Appleby, via Morningstar

Should We Submit Missing Participant Data to the DOL with the Plan's Form 5500?

Jackson Lewis P.C.

Final 417(e) Regs Add New Requirements and Offer Design Flexibility

Morgan Lewis

Important Changes in DOL’s Final Fiduciary Rule

American Retirement Association [ARA]

IRS Extends Required Minimum Distribution Relief Pending Issuance of Final Regs

Groom Law Group

DOL Finalizes Fiduciary Investment Advice Regulation

Thomson Reuters Practical Law

Addressing Missing Participants: The Why and the How

American Retirement Association [ARA]

Defined Contribution Plan Forfeitures: Proposed Regs and Recent Litigation

Kelley Drye & Warren LLP

Employee Benefits Jobs

View job as Retirement Plan Administrator
for Employee Incentive Plans, Inc Retirement Plan Administrator

Employee Incentive Plans, Inc

Austin TX

View job as Retirement Plan Administrator
for Employee Incentive Plans, Inc

View job as Director of Compliance
for TriStar Pension Consulting Director of Compliance

TriStar Pension Consulting

Remote / OK

View job as Director of Compliance
for TriStar Pension Consulting

View job as Partner Relationship Manager
for BPAS Partner Relationship Manager

BPAS

Remote / Syracuse NY

View job as Partner Relationship Manager
for BPAS

View job as Implementation Specialist
for Fiduciary Outsourcing LLC Implementation Specialist

Fiduciary Outsourcing LLC

Remote

View job as Plan Consultant
for BPAS Plan Consultant

BPAS

Remote / Syracuse NY

View job as Plan Consultant
for BPAS

View job as Retirement Analyst/Senior Retirement Analyst
for Montgomery County, MD Government Retirement Analyst/Senior Retirement Analyst

Montgomery County, MD Government

Rockville MD

View job as Retirement Analyst/Senior Retirement Analyst
for Montgomery County, MD Government

View job as Senior Retirement Analyst
for Dunbar, Bender & Zapf, Inc. Senior Retirement Analyst

Dunbar, Bender & Zapf, Inc.

Remote / Pittsburgh PA

View job as Senior Retirement Analyst
for Dunbar, Bender & Zapf, Inc.

View job as Retirement Plans Implementation Manager - PEO/MEP Takeovers
for Ameritas Retirement Plans Implementation Manager - PEO/MEP Takeovers

Ameritas

Remote / Lincoln NE

View job as Retirement Plans Implementation Manager - PEO/MEP Takeovers
for Ameritas

View job as Employee Benefits Attorney
for Best Best & Krieger, LLP Employee Benefits Attorney

Best Best & Krieger, LLP

Remote

View job as Employee Benefits Attorney
for Best Best & Krieger, LLP

View job as Retirement Account Administrator, Senior
for Alerus Retirement Account Administrator, Senior

Alerus

Remote / MN / ND

View job as Retirement Account Administrator, Senior
for Alerus

View job as Retirement Service Consultant
for Ascensus Retirement Service Consultant

Ascensus

Remote

View job as Retirement Service Consultant
for Ascensus

View job as Retirement Plan Compliance Analyst
for FuturePlan, by Ascensus Retirement Plan Compliance Analyst

FuturePlan, by Ascensus

Remote / MN / PA / Hybrid

View job as Retirement Plan Compliance Analyst
for FuturePlan, by Ascensus

View job as ESOP Consultant
for FuturePlan, by Ascensus ESOP Consultant

FuturePlan, by Ascensus

Remote

View job as ESOP Consultant
for FuturePlan, by Ascensus

View job as Retirement Administrator II
for P & A Group Retirement Administrator II

P & A Group

Remote

View job as Retirement Administrator II
for P & A Group

View job as Director of Compliance, Banking, and Custody
for Vestwell Director of Compliance, Banking, and Custody

Vestwell

New York NY

View job as Director of Compliance, Banking, and Custody
for Vestwell

View job as ERISA/Employee Benefits Attorney
for Boutwell Fay LLP ERISA/Employee Benefits Attorney

Boutwell Fay LLP

Irvine CA / Hybrid

View job as ERISA/Employee Benefits Attorney
for Boutwell Fay LLP

View job as Senior Manager, Corporate Benefits – Health & Welfare
for Bertelsmann, Inc. Senior Manager, Corporate Benefits – Health & Welfare

Bertelsmann, Inc.

New York NY / Hybrid

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