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Weekly Highlights: Retirement Plans

Week ending July 18, 2025

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6 New Job Opportunities

 

Text of IRS Notice 2025-40: Updated Static Mortality Tables for Defined Benefit Pension Plans for 2026 (PDF)

Internal Revenue Service [IRS]

Text of IRS Rev. Rul. 2025-15: Withholding and Reporting with Respect to Uncashed Retirement Plan Distribution Checks (and Subsequent Checks) (PDF)

Internal Revenue Service [IRS]

One Not-So-Big Summary of the Compensation and Benefits Law Changes in the One Big Beautiful Bill Act

Eversheds Sutherland

The One Big Beautiful Bill Act: New Options for Employee Benefit Plan Sponsors

Reinhart Boerner Van Deuren s.c.

The DOL's Focus on Conflicts of Interest, Part 2: Custodian Revenue Sharing Payments (PDF)

Journal of Pension Benefits

Employee Benefit Provisions in the One Big Beautiful Bill Act

EBEClaw

IRS Issues Guidance on Income Tax Withholding and Reporting for Uncashed Retirement Plan Distribution Checks

American Retirement Association [ARA]

IRS Issues Guidance on Uncashed Retirement Plan Checks

Husch Blackwell

IRS Releases 2026 Mortality Tables for Defined Benefit Plans

Mercer

How SECURE Changed the Rules for Inherited IRAs

InsuranceNewsNet.com

District Court Rejects Part of DOL's Rollover Rule

ThinkAdvisor

A Friendly DOL Amicus Brief on Forfeitures

Morris, Manning & Martin, LLP

Why Advisors Should Never Recommend Claiming Social Security Benefits at 62

ThinkAdvisor

Roth Conversions Are Trickier Under New Tax Law

ThinkAdvisor

DOL Supports Employers in Forfeiture Allocation Litigation

The Wagner Law Group

Private Equity for Retirement Savers? Change May Be Coming for 401(k) Plans

Morningstar

Why PEPs Are Gaining Ground, and What That Means for the Future of MEPs

401(k) Specialist

District Court Finds No Fiduciary Breach Where Plan Language Clearly Earmarked Forfeitures (PDF)

Thomson Reuters / EBIA

$23 Million in Attorneys' Fees Requested as Part of $69 Million Settlement of UnitedHealth 401(k) Suit

Hall Benefits Law

Employee Benefits Jobs

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Retirement Plan Administrator

Nicholas Pension Consultants

Remote / Rancho Cordova CA / Corona CA / Hybrid

View job as Retirement Plan Administrator for Nicholas Pension Consultants
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Relationship Manager

Retirement Plan Consultants

Urbandale IA / Hybrid

View job as Relationship Manager for Retirement Plan Consultants
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Underwriting Analyst

ArmadaCare

Hunt Valley MD / Hybrid

View job as Underwriting Analyst for ArmadaCare
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DC/DB Pension Plan Administrator

Blue Ridge Associates

Remote

View job as DC/DB Pension Plan Administrator for Blue Ridge Associates
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Account and Client Manager - Retirement Plans

Ameritas

Remote

View job as Account and Client Manager - Retirement Plans for Ameritas
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Implementation Specialist

Dunbar, Bender & Zapf Inc.

Remote

View job as Implementation Specialist for Dunbar, Bender & Zapf Inc.

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