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Weekly Highlights: Retirement Plans

Week ending March 27, 2026

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12 New Job Opportunities

 

Text of IRS Notice 2026-23: Public Recommendations Invited on Items to Be Included on the 2026-2027 Priority Guidance Plan (PDF)

Internal Revenue Service [IRS]

Text of IRS Publication 1099: General Instructions for Certain Information Returns for Use in Preparing 2026 Returns (PDF)

Internal Revenue Service [IRS]

Back to the Future: DOL Reinstates 1975 Fiduciary Test

Snell & Wilmer

DOL Rolls Back 2024 Fiduciary Rule and 2020 Interpretation of Five-Part Test

Groom Law Group

A Retirement Plan Sponsor's Guide to Nondiscrimination Testing: Which Plans Are Affected, Which Are Exempt, and What Testing Entails

Milliman

Qualified Domestic Relations Orders: A Practical Guide to Dividing PBGC Benefits in Divorce (PDF)

Pension Benefit Guaranty Corporation [PBGC]

USPS Postmark Changes Could Affect Employee Benefit Plans

Mercer

Washington State Bans All Noncompetes and Takes a Swipe at Traps, Clawbacks, and Forfeitures

Littler

Proposed DOL Rule Would Amend the Rules Related to Electronic and Paper Disclosures for Retirement Plans

Smith, Gambrell & Russell, LLP

DOL Finally Delivers Proposed SECURE 2.0 E-Disclosure Rule Changes

Mercer

Sixth Circuit Says Reasonable Assumptions Must Be Used for QJSA 'Actuarial Equivalence'

Cheiron

Target-Date Family Targeted in Tsunami of Recent 401(k) Underperformance Lawsuits

American Retirement Association [ARA]

CRS In Focus: A Visual Depiction of the Shift from DB to DC Pension Plans in the Private Sector

Congressional Research Service [CRS]

2026 Cash Balance Plan Report (PDF)

October Three Consulting

How Retirement Fiduciaries Can Help Health Plan Fiduciaries

PLANADVISER

Employee Benefits Jobs

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Relationship Manager/ Actuary

Daybright Financial

Remote

View job as Relationship Manager/ Actuary for Daybright Financial
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Remittance Specialist

Daybright Financial

Rochester NY / Fort Walton Beach FL / Hybrid

View job as Remittance Specialist for Daybright Financial
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Participant Support Representative

Daybright Financial

Rochester NY / Hybrid

View job as Participant Support Representative for Daybright Financial
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Distribution Reviewer

Nova 401(k) Associates

Remote

View job as Distribution Reviewer for Nova 401(k) Associates
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Employee Benefit Group Sales Executive

Growing national benefits brokerage firm

Tinley Park IL / AR / CA / MN / OH / OR / UT / Hybrid

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Actuary/Cash Balance Specialist

Strongpoint Partners

Remote / Chicago IL

View job as Actuary/Cash Balance Specialist for Strongpoint Partners
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Defined Contribution Consultant

Strongpoint Partners

Remote / Cincinnati OH

View job as Defined Contribution Consultant for Strongpoint Partners
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Economist

Employee Benefits Security Administration [EBSA]

Washington DC / Hybrid

View job as Economist for Employee Benefits Security Administration [EBSA]
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Chief Financial Officer

Pension Benefit Guaranty Corporation [PBGC]

Washington DC / Hybrid

View job as Chief Financial Officer for Pension Benefit Guaranty Corporation [PBGC]
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Retirement Onboarding Document Specialist

The Finway Group

Remote / IA

View job as Retirement Onboarding Document Specialist for The Finway Group
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Sr Plan Document Compliance Specialist

American Trust Retirement

Lexington KY / Pittsburgh PA / Cordova TN / Hybrid

View job as Sr Plan Document Compliance Specialist for American Trust Retirement
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Manager, Retirement Account Management - PEP

Alerus

Remote / AZ / MN / ND

View job as Manager, Retirement Account Management - PEP for Alerus

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