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Weekly Highlights: Retirement Plans

Week ending September 27, 2024

19 New Job Opportunities

 

IRS Issues Guidance on Exceptions to 10% Early Withdrawal Penalty Under SECURE 2.0

EisnerAmper

IRS Issues Interim Guidance on Qualified Student Loan Payments

Trucker Huss

CRS In Focus: Social Security Benefit Taxation Highlights (PDF)

Congressional Research Service [CRS]

Recent IRS Ruling Allows Sponsor to Let Employees Flex Their Benefits

Mercer

SECURE 2.0: Increased Catch-Up Contributions Starting in 2025

Spencer Fane

The Final RMD Regulations: The High Points

S. Derrin Watson, via Ferenczy Benefits Law Center

DOL Files Last Minute Appeal of the Fiduciary Rule's Stay

American Retirement Association [ARA]

DOL vs. IRS Rules: Courts Asked to Decide How 401(k) Retirement Plans Can Use Forfeiture Assets

Pensions & Investments

How Well Does the Bucket Approach to Retirement Planning Work in Practice?

Morningstar

Fiduciary Secures Victory at Trial in Excessive Fee Litigation

Groom Law Group

Pension Derisking Options (PDF)

Stradley Ronon, via Employee Benefit Plan Review

Impact of a Failed ADP/ACP Test

Newfront

Eleven Firms to Pay More Than $88 Million Combined to Settle SEC's Charges for Widespread Recordkeeping Failures

U.S. Securities and Exchange Commission [SEC]

Defendants Secure Another Win on Discretionary Use of 401(k) Plan Forfeitures

Groom Law Group

The Plan Sponsor’s Guide to PEPs

AON, via Pensions & Investments

Key Rules for a Backdoor Roth IRA Contribution

Morningstar

Employer Considerations Following Wave of 401(k) Forfeiture Lawsuits

Holland & Hart

How the DOL's New Retirement Security Rule Would End Insurance Industry Kickbacks That Cost Savers Billions (PDF)

Sen. Elizabeth Warren (D-MA)

From Gap Years to Golden Years: A Look at Gen Z's Current Thinking About Retirement (PDF)

TIAA

[Opinion]

Why Pre-Tax Retirement Contributions Are Better Than Roth in Peak Earning Years

Nerd's Eye View

Employee Benefits Jobs

View job as Actuarial Consultant for Nyhart, part of FuturePlan by Ascensus

Actuarial Consultant

Nyhart, part of FuturePlan by Ascensus

Remote

View job as Actuarial Consultant for Nyhart, part of FuturePlan by Ascensus
View job as VP, Marketing (Non-Qual/COLI/BOLI) - Financial Services for Ascensus

VP, Marketing (Non-Qual/COLI/BOLI) - Financial Services

Ascensus

Dresher PA / Newton Center MA / Hybrid

View job as VP, Marketing (Non-Qual/COLI/BOLI) - Financial Services for Ascensus
View job as Client Relationship Manager for MAP Retirement

Client Relationship Manager

MAP Retirement

Remote

View job as Client Relationship Manager for MAP Retirement
View job as Retirement Plan Administrator for Pollard & Associates

Retirement Plan Administrator

Pollard & Associates

Remote

View job as Retirement Plan Administrator for Pollard & Associates
View job as Plan Administrator for Steidle Pension Solutions

Plan Administrator

Steidle Pension Solutions

Remote / Lebanon NJ

View job as Plan Administrator for Steidle Pension Solutions
View job as Benefits Account Manager for Fringe Benefit Group

Benefits Account Manager

Fringe Benefit Group

Austin TX / Hybrid

View job as Benefits Account Manager for Fringe Benefit Group
View job as Retirement Plan Administrator (TPA) for Retirement Plan Consultants

Retirement Plan Administrator (TPA)

Retirement Plan Consultants

Norfolk NE

View job as Retirement Plan Administrator (TPA) for Retirement Plan Consultants
View job as PSI Retirement Business, Sr. Associate for Principal

PSI Retirement Business, Sr. Associate

Principal

IA / NC

View job as Manager - 401k Onboarding Support Services for Slavic401k

Manager - 401k Onboarding Support Services

Slavic401k

Remote / AL / AZ / FL / GA / MI / MS / NC / NJ / OH / OK / TN / TX

View job as Manager - 401k Onboarding Support Services for Slavic401k
View job as Assistant Manager - 401k Compliance Testing for Slavic401k

Assistant Manager - 401k Compliance Testing

Slavic401k

Remote / AL / AZ / FL / GA / MI / MS / NC / NJ / OH / OK / TN / TX

View job as Assistant Manager - 401k Compliance Testing for Slavic401k
View job as Retirement Plan Sales Consultant for Cetera Financial Group

Retirement Plan Sales Consultant

Cetera Financial Group

AZ / CA / NM / NV / TX / WY

View job as Retirement Plan Sales Consultant for Cetera Financial Group
View job as Retirement Plan Administration Consultant for Cetera Financial Group

Retirement Plan Administration Consultant

Cetera Financial Group

Remote / Saint Cloud MN / Des Moines IA / Greenwood Village CO / Schaumburg IL / Atlanta GA / Dallas TX / El Segundo CA / San Diego CA / Hybrid

View job as Retirement Plan Administration Consultant for Cetera Financial Group
View job as Distribution Specialist for Hicks Pension Services

Distribution Specialist

Hicks Pension Services

Remote / CA / UT

View job as Distribution Specialist for Hicks Pension Services
View job as ESOP Onboarding Specialist for Blue Ridge Associates

ESOP Onboarding Specialist

Blue Ridge Associates

Remote

View job as ESOP Onboarding Specialist for Blue Ridge Associates
View job as Multiple Employer ERISA Plan Consultant for AVMA Trust

Multiple Employer ERISA Plan Consultant

AVMA Trust

Schaumburg IL

View job as Employee Benefits Attorney for Hill Ward Henderson

Employee Benefits Attorney

Hill Ward Henderson

Tampa FL

View job as Employee Benefits Attorney for Hill Ward Henderson
View job as Sr. Actuary for EGPS

Sr. Actuary

EGPS

Remote / Franklin Square NY

View job as Sr. Actuary for EGPS
View job as Senior Client Service Associate - Retirement Plan Services for Vestwell

Senior Client Service Associate - Retirement Plan Services

Vestwell

AZ / NJ / NY / PA / TX / Hybrid

View job as Senior Client Service Associate - Retirement Plan Services for Vestwell
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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