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Weekly Highlights: Retirement Plans

Week ending February 13, 2026

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9 New Job Opportunities

 

Draft of Instructions for IRS Form 5330: Return of Excise Taxes Related to Employee Benefit Plans (PDF)

Internal Revenue Service [IRS]

Draft of IRS Publication 560: Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans), for Use in Preparing 2025 Returns (PDF)

Internal Revenue Service [IRS]

Almost 20 Years of Section 409A: Is Your Documentation Still in Sync?

Seyfarth

IRS Employee Plans News, February 10

Internal Revenue Service [IRS]

Roth Catch-Up Contributions: Final Regs and 415(c) Interactions

American Society of Enrolled Actuaries [ASEA]

Mandatory Cash-Outs: Limits, Notices and Timing

Newfront

Seventh Circuit Rules Attempted Retirement Plan Beneficiary Change Failed Substantial Compliance Test

Hinshaw & Culbertson LLP

Courts Scrutinize ERISA Fiduciary Process: Are You Prepared?

Hall Benefits Law in Bloomberg Tax

The Decumulation Dilemma: Deciding Between a Lump Sum vs. an Annuity

MetLife

Whatever Happened to the ERISA Advisory Council?

American Retirement Association [ARA]

ERISA Defendants See Unexpected Boost from Supreme Court Worker Win

Bloomberg Law

Beneficiary Designations: The Estate Planning Detail Executives Can't Afford to Miss

Cohen & Buckmann, P.C.

Fifth Circuit Is the Latest Federal Appellate Court to Find ERISA Plan Arbitration Clause Unenforceable

Mayer Brown

Still Working in Retirement? Watch Out for These Social Security and Medicare Tax Traps

Morningstar

[Opinion]

ERISA Fiduciary Litigation in 2025: Plaintiff Law Firms Continue the Frenetic Pace, With Broader Allegations Against Both Retirement Plans and Health Plans

Encore Fiduciary

[Opinion]

Americans Now Have Much More Money in IRAs Than 401(k)s, Which Leaves Workers More Vulnerable

Alicia H. Munnell, Center for Retirement Research [CRR] at Boston College

Employee Benefits Jobs

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3(16) Compliance Manager

401K Safe

Remote / Albertville AL

View job as 3(16) Compliance Manager for 401K Safe
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3(16) Retirement Plan & Customer Liaison

Compass

Remote / Stratham NH / Hybrid

View job as 3(16) Retirement Plan & Customer Liaison for Compass
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DC Administrator

Pension Investors Corporation

Remote / Altamonte Springs FL

View job as DC Administrator for Pension Investors Corporation
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Paralegal - ERISA/Employee Benefits

Hill Ward Henderson

Tampa FL

View job as Paralegal - ERISA/Employee Benefits for Hill Ward Henderson
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Payroll Implementations Associate

Vestwell

New York NY / AZ / CT / NJ / PA / TX / Hybrid

View job as Payroll Implementations Associate for Vestwell
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Retirement Plan Analyst – Total Administration (401)k

Benetrends Financial

Remote / Lansdale PA

View job as Retirement Plan Analyst – Total Administration (401)k for Benetrends Financial
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Retirement Plans Lead Payroll Analyst

Ameritas

Remote

View job as Retirement Plans Lead Payroll Analyst for Ameritas
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Senior Associate, Retirement Plan Administration

Vestwell

Remote / New York NY

View job as Senior Associate, Retirement Plan Administration for Vestwell
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Retirement Plans Lead

Klaas Financial Asset Advisers

Madison WI / Rockford IL / Hybrid

View job as Retirement Plans Lead for Klaas Financial Asset Advisers

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