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Weekly Highlights: Retirement Plans

Week ending May 31, 2024

9 New Job Opportunities

 

Text of IRS Publication 5975: Golden Parachute Payments Audit Technique Guide (PDF)

Internal Revenue Service [IRS]

DOL's Auto-Portability Proposal Raises Issues for Participating Employers

Mercer

Employers: Are Your IRS Pre-Approved Pension Plan Restatements Up-to-Date? (PDF)

Skapars & Associates

Proposed Retirement Savings Lost and Found Database Reporting: Considerations for Plan Sponsors

Willis Towers Watson

Retirement Plan Sponsors and Fiduciaries Need to Know about the SEC Cybersecurity Amendments

Jackson Lewis

SECURE 2.0 Updates the 457(b) De Minimis Distribution Amount

National Tax-Deferred Savings Association [NTSA]

The New Fiduciary Rule and Amended PTE 2020-02: Effective Date Considerations

Faegre Drinker

Qualcomm Is First Employer Ordered to Defend Use of 401(k) Plan Forfeitures

Bloomberg Law; subscription required

Are Employers Optimizing Their 401(k) Match? (PDF)

Vanguard

Dos and Don’ts for ERISA Document Requests

Arthur J. Gallagher & Co.

TDF Fiduciary Hygiene: An Appropriate IPS; Customized Benchmarks; and Thorough Committee Minutes

October Three Consulting

Are Reports of the Death of TPAs Greatly Exaggerated?

WealthManagement.com

SECURE 2.0: Considerations in Offering After-Tax Employer Contributions

Multnomah Group

Recent Developments in 401(k) Forfeiture Cases: Key Updates for Plan Sponsors

Boutwell Fay LLP

[Opinion]

ERIC Letter to IRS: Recommendations for Inclusion on 2024-2025 Priority Guidance Plan (PDF)

The ERISA Industry Committee [ERIC]

Employee Benefits Jobs

View job as 401(k) Retirement Plan Consultant
for Aboon 401(k) Retirement Plan Consultant

Aboon

Remote

View job as 401(k) Retirement Plan Consultant
for Aboon

View job as Senior Defined Benefit Consultant 
for Loren D. Stark Company (LDSCO) Senior Defined Benefit Consultant

Loren D. Stark Company (LDSCO)

Remote

View job as Senior Defined Benefit Consultant 
for Loren D. Stark Company (LDSCO)

View job as Defined Benefit Combo Cash Balance Compliance Consultant
for Loren D.  Stark Company (LDSCO) Defined Benefit Combo Cash Balance Compliance Consultant

Loren D. Stark Company (LDSCO)

Remote

View job as Defined Benefit Combo Cash Balance Compliance Consultant
for Loren D.  Stark Company (LDSCO)

View job as Plan Document Specialist
for Benetrends Financial Plan Document Specialist

Benetrends Financial

Remote / Lansdale PA

View job as Plan Document Specialist
for Benetrends Financial

View job as Senior Plan Administrator
for HowardSimon, Strongpoint Partner Senior Plan Administrator

HowardSimon, Strongpoint Partner

Remote

View job as Senior Plan Administrator
for HowardSimon, Strongpoint Partner

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

FuturePlan, by Ascensus

Remote / Elk Grove Village IL

View job as Retirement Plan Consultant
for FuturePlan, by Ascensus

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 Retirement Plan Investment Advisor
for EPIC RPS Retirement Plan Investment Advisor

EPIC RPS

IL / WI

View job as Retirement Plan Investment Advisor
for EPIC RPS

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.

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