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Weekly Highlights: Retirement Plans

Week ending October 25, 2024

9 New Job Opportunities

 

IRS Provides Interim Guidance on Correction of Benefit Overpayments Under the SECURE 2.0 Act

Milliman

Overpayment Corrections: The Latest IRS Guidance

Ferenczy Benefits Law Center

Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025

Slott Report

IRS Finalizes Pension Tax Withholding Rule

Mercer

Inadvertent Benefit Overpayments Get First Round of IRS Guidance

Groom Law Group

IRS Final RMD Rules: Key Takeaways

Kilpatrick Townsend

SECURE 2.0 Provisions for Implementation in 2025

Retirement Management Services, LLC

Department of Education Regs Could Interfere with the Student Loan Match, Industry Warns

Plan Sponsor Council of America [PSCA]

Forfeiture Accounts Hold More Than Nonvested Employer Contributions

The Wagner Law Group

Double Taxation, IRS Audits of Deferred Compensation Payments May Arise from IRS Instructions for 2023 Forms W-2, 1040

Morgan Lewis

Two Recent Decisions Push Back Against Rising Tide of ERISA Forfeiture Claims

Nixon Peabody LLP

How Long Must We Store Our 401(k) Records?

DWC

Reasons to Avoid 401(k) Revenue Sharing

Employee Fiduciary

SECURE 2.0 Optional Provisions Plan Sponsors Are Most Likely to Add

Retirement Management Services, LLC

Employee Benefits Jobs

View job as Director of Retirement Plan Administration & Operations for WealthHarbor Capital Group

Director of Retirement Plan Administration & Operations

WealthHarbor Capital Group

Remote / Metairie LA

View job as Director of Retirement Plan Administration & Operations for WealthHarbor Capital Group
View job as Retirement Plan Consultant for The Finway Group

Retirement Plan Consultant

The Finway Group

Remote / West Des Moines IA

View job as Retirement Plan Consultant for The Finway Group
View job as Retirement Plan Compliance Consultant for Capital Group

Retirement Plan Compliance Consultant

Capital Group

Irvine CA / Carmel IN

View job as Retirement Plan Compliance Consultant for Capital Group
View job as Retirement Plan Consultant for Benefit Resources, Inc.

Retirement Plan Consultant

Benefit Resources, Inc.

Sacramento CA / Hybrid

View job as Retirement Plan Consultant for Benefit Resources, Inc.
View job as Defined Contribution Compliance Consultant for Loren D. Stark Company (LDSCO)

Defined Contribution Compliance Consultant

Loren D. Stark Company (LDSCO)

Remote / Houston TX

View job as Defined Contribution Compliance Consultant for Loren D. Stark Company (LDSCO)
View job as Qualified Plans & Pension Plan Administration for National Pension Partners

Qualified Plans & Pension Plan Administration

National Pension Partners

Midvale UT

View job as Qualified Plans & Pension Plan Administration for National Pension Partners
View job as Retirement Plan Onboarding Coordinator for The Finway Group

Retirement Plan Onboarding Coordinator

The Finway Group

Remote / West Des Moines IA

View job as Retirement Plan Onboarding Coordinator for The Finway Group
View job as Onboarding Documents Coordinator for The Finway Group

Onboarding Documents Coordinator

The Finway Group

Remote / West Des Moines IA

View job as Onboarding Documents Coordinator for The Finway Group
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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