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Weekly Highlights: Retirement Plans

Week ending June 7, 2024

15 New Job Opportunities

 

IRS List of Pre-Approved Defined Contribution Plans (PDF)

Internal Revenue Service [IRS]

IRS List of Pre-Approved Defined Benefit Plans (PDF)

Internal Revenue Service [IRS]

IRS List of Pre-Approved 403(b) Master and Prototype and Volume Submitter Plans (PDF)

Internal Revenue Service [IRS]

Text of PBGC Final Regs: Valuation Assumptions and Methods

Pension Benefit Guaranty Corporation [PBGC]

Toolkit: Are You an Investment Advice Fiduciary?

Carlton Fields

The New Fiduciary Rule, Part 35: The Education Exception

FredReish.com

Spousal Consent Requirements Under a Qualified Retirement Plan (PDF)

KLB Benefits Law Group, via Bloomberg Law

Roth 401(k) to a Roth IRA Rollover: How Does This Work?

Slott Report

PBGC Finalizes Changes to Assumptions Used in Certain Valuations

Ascensus

Cycle 4 Submissions Open for Preapproved Qualified DC Plans

Mercer

Lawsuit Against TIAA Over Cross-Selling in Retirement Plans Allowed to Proceed

Pensions & Investments

The Psychology of Retirement Income: From Saving to Spending

Morningstar

401(k) Lawsuits Over 'Forfeited' Money Get a Lifeline

InvestmentNews; subscription may be required

Litigation Targets Managed Account Services

Multnomah Group

Are All $5,000,000 401(k) Plans Created Equal? (PDF)

401(k) Averages Book

Your Plan Has Received SFA. What Happens Now?

Segal; free registration required

District Court Denies Motion to Dismiss Forfeiture Complaint

The Wagner Law Group

Why Are Employees Not Participating in Their 401(k) Plans?

Principal Financial Group

Undue Influence Claims Under ERISA (PDF)

The Wagner Law Group, via Benefits Law Journal

Employee Benefits Jobs

View job as Manager of DC/DB Administration Team
          for Small TPA Firm Manager of DC/DB Administration Team

Small TPA Firm

Remote / NJ

View job as Retirement Plan Consultant
          for Carpenter Morse Group Retirement Plan Consultant

Carpenter Morse Group

Remote / Rochester NY

View job as Retirement Plan Consultant
          for Carpenter Morse Group

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

July Business Services

Remote

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 / Woodway TX

View job as Retirement Plan Consultant
          for July Business Services

View job as Senior Level DC/DB Administrator
          for SPS Senior Level DC/DB Administrator

SPS

Remote / Lebanon NJ / PA

View job as Senior Level DC/DB Administrator
          for SPS

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 Retirement Plan Quality Assurance Specialist
          for ERISA Services, Inc. Retirement Plan Quality Assurance Specialist

ERISA Services, Inc.

Remote

View job as Retirement Plan Quality Assurance Specialist
          for ERISA Services, Inc.

View job as Retirement Plan Administrator
          for ERISA Services, Inc. Retirement Plan Administrator

ERISA Services, Inc.

Remote

View job as Retirement Plan Administrator
          for ERISA Services, Inc.

View job as Manager, Combo Retirement Plan Consulting
          for Definiti Manager, Combo Retirement Plan Consulting

Definiti

Remote

View job as Manager, Combo Retirement Plan Consulting
          for Definiti

View job as Retirement Plan Administrator
          for Qualified Pension Services (QPS) Retirement Plan Administrator

Qualified Pension Services (QPS)

Remote

View job as Retirement Plan Administrator
          for Qualified Pension Services (QPS)

View job as Senior Defined Contribution Administrator
          for W&W Actuarial Services, Inc. Senior Defined Contribution Administrator

W&W Actuarial Services, Inc.

Pittsburgh PA / Hybrid

View job as Senior Defined Contribution Administrator
          for W&W Actuarial Services, Inc.

View job as Retirement Plan Administrator
          for Liden, Nestle, Soled & Associates Retirement Plan Administrator

Liden, Nestle, Soled & Associates

Remote / Westlake Village CA

View job as Retirement Plan Administrator
          for Liden, Nestle, Soled & Associates

View job as Senior Retirement Plan Consultant
          for CPS Inc Senior Retirement Plan Consultant

CPS Inc

Glendale CA

View job as Consulting Actuary
          for CPS Inc Consulting Actuary

CPS Inc

CA / CO / IL / MA / NC / NY / TX

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

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