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Weekly Highlights: Retirement Plans

Week ending June 28, 2024

14 New Job Opportunities

 

DOL Finalizes Major Changes to Its Fiduciary Investment Advice Rule (PDF)

Thompson Hine, via Benefits Law Journal

IRS Releases Guidance on Certain SECURE 2.0 Penalty Tax Exceptions

Ascensus

DOL Report to Congress on Considerations for Defined Benefit Pension Plan Fiduciaries Choosing an Annuity Provider (Interpretive Bulletin 95-1) (PDF)

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

DOL Proposal for Retirement Savings Lost and Found: Concerns for Plan Sponsors

Nova401(k)

Form 5500 Participant Count: Cash or Accrual Basis?

Belfint Lyons Shuman

What Plan Sponsors Should Know About DOL's Final Fiduciary Rule

Mercer

DOL Issues Report to Congress Regarding Its Prior Guidance on Pension Risk Transfers

Thomson Reuters Practical Law

Changes to ERISA's QPAM Exemption and Fiduciary Rule: Action Items for Asset Managers

Schulte Roth & Zabel LLP

IRS Issues Guidance on Personal Expense and Domestic Abuse Victim Distributions

Ferenczy Benefits Law Center

Retirement Income Solutions: Recordkeeper Study (PDF)

Defined Contribution Institutional Investment Association [DCIIA]

90% of Plan Sponsors Expect to Adopt SECURE 2.0 Optional Provisions

Fidelity

401(k) Assets Caught in Limbo: Plan Sponsor Bankruptcy Explained

Bloomberg Law

What Is a 'Mega' Backdoor Roth Contribution?

Manning & Napier

M&A Activity, Healthy Business Growth Are Now Top Triggers for Switching 401(k) Recordkeepers

Escalent

Supreme Court Ends Judicial Deference to Federal Agency Expertise

Government Executive

[Opinion]

Conservative Investment Strategies On Trial: Milliman Overcomes Fiduciary Breach Challenge

Encore Fiduciary

[Opinion]

Improving Retirement Outcomes: Demographic Considerations (PDF)

American Academy of Actuaries

Employee Benefits Jobs

View job as Defined Contribution Compliance Consultant
          for Loren D. Stark Company Defined Contribution Compliance Consultant

Loren D. Stark Company

Remote

View job as Defined Contribution Compliance Consultant
          for Loren D. Stark Company

View job as Retirement Plan Consultant - 401(k) and/or DB
          for Compensation Planning Inc. Retirement Plan Consultant - 401(k) and/or DB

Compensation Planning Inc.

Remote / Warwick RI

View job as Retirement Plan Consultant - 401(k) and/or DB
          for Compensation Planning Inc.

View job as Senior Client Service Specialist
          for EPIC RPS Senior Client Service Specialist

EPIC RPS

Remote

View job as Senior Client Service Specialist
          for EPIC RPS

View job as Wealth Management Retirement Plans Officer
          for Hilltop Bank Wealth Management Retirement Plans Officer

Hilltop Bank

Casper WY

View job as Wealth Management Retirement Plans Officer
          for Hilltop Bank

View job as Lead Retirement Consultant
          for Veratis Advisors Lead Retirement Consultant

Veratis Advisors

Cary NC

View job as Lead Retirement Consultant
          for Veratis Advisors

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 Retirement Plan Compliance Analyst
          for Empower Retirement Plan Compliance Analyst

Empower

Remote

View job as Retirement Plan Compliance Analyst
          for Empower

View job as Senior Retirement Plan Client Service Manager
          for Moneta Senior Retirement Plan Client Service Manager

Moneta

Saint Louis MO / Hybrid

View job as Senior Retirement Plan Client Service Manager
          for Moneta

View job as Sr Retirement Plan Consultant
          for SetAway, LLC Sr Retirement Plan Consultant

SetAway, LLC

Remote / Bedford NH / CT / MA / ME / RI / VT

View job as Sr Retirement Plan Consultant
          for SetAway, LLC

View job as Regional Sales Director
          for Definiti Regional Sales Director

Definiti

Remote

View job as Regional Sales Director
          for Definiti

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

FuturePlan, by Ascensus

Remote

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

View job as Enrolled Actuary
          for TPA Firm with Great Work-Life Balance Enrolled Actuary

TPA Firm with Great Work-Life Balance

FL / Hybrid

View job as Compliance Officer
          for Alerus Compliance Officer

Alerus

Remote / MN / ND

View job as Compliance Officer
          for Alerus

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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