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Weekly Highlights: Retirement Plans

Week ending November 29, 2024

6 New Job Opportunities

 

Agencies Release Informational Copies of 2024 Form 5500 Series

Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]; Internal Revenue Service [IRS]; and Pension Benefit Guaranty Corporation [PBGC]

Draft of Instructions for IRS Form 5307: Application for Determination for Adopters of Modified Nonstandardized Pre-Approved Plans (PDF)

Internal Revenue Service [IRS]

IRS Reminds Employers About SECURE 2.0 Effects on W-2 Reporting

Mercer

529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions

ThinkAdvisor

Employee Benefit Developments and Year-End Considerations

Smith & Downey, P.A.

Recent District Court Decision Places Spotlight on Coordination Between DOL and Plaintiffs’ Firms

Thompson Hine

Expect SECURE 3.0 and a Major Tax Bill Next Year

ThinkAdvisor

Sixth Circuit Adopts IRS Standard to Determine Whether Activity Constitutes 'Trade or Business' for Withdrawal Liability Purposes

Proskauer

24th Annual Transamerica Retirement Survey: Retiree Life in the Post-Pandemic Economy (PDF)

Transamerica Center for Retirement Studies

Sixth Circuit Clarifies That Plaintiffs Must Plead, Not Prove, Excessive Fees

Kantor & Kantor

How 401(k) Record Keeper Consolidation is Helping RPAs Grow

WealthManagement.com

Employee Benefits Jobs

View job as Client Success Specialist (TPA Expert for AI Software) for Stax.ai

Client Success Specialist (TPA Expert for AI Software)

Stax.ai

Scottsdale AZ

View job as Client Success Specialist (TPA Expert for AI Software) for Stax.ai
View job as TPA Retirement Plan Administrator for Cetera Retirement Plan Specialists

TPA Retirement Plan Administrator

Cetera Retirement Plan Specialists

Carlisle IA / Des Moines IA / Dallas TX / Dallas TX / Hybrid

View job as TPA Retirement Plan Administrator for Cetera Retirement Plan Specialists
View job as ESOP Administrator for Blue Ridge Associates

ESOP Administrator

Blue Ridge Associates

Remote

View job as ESOP Administrator for Blue Ridge Associates
View job as ESOP Retirement Account Administrator for Alerus

ESOP Retirement Account Administrator

Alerus

Remote

View job as ESOP Retirement Account Administrator for Alerus
View job as Retirement Plan Administrator for OneDigital

Retirement Plan Administrator

OneDigital

Remote

View job as Retirement Plan Administrator for OneDigital
View job as Regional Vice President, Retirement Plan Sales for Trinity Pension Consultants

Regional Vice President, Retirement Plan Sales

Trinity Pension Consultants

Remote / GA / IL / IN / MO / NC / TN / VA

View job as Regional Vice President, Retirement Plan Sales for Trinity Pension Consultants

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