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April 26th, 2022 Information & Insights for the 403(b) Community Some New RMD Rules Creating Confusion for Participants and Beneficiaries Retirement plan sponsors cannot give advice, but they’ll likely get questions about distributions from inherited accounts. IRS Publishes Additional 403(b) Plan Document Guidance An information package contains a listing of required modifications and sample language for nearly any provision a plan might include. Ask the Experts What Will New Audit Standards Mean for ERISA Plan Sponsors? “We sponsor an ERISA plan that is subject to the audit requirements. We understand that the audit process is getting a bit tougher this year in light of Statement on Auditing Standards (‘SAS’) No. 136. How much extra work will the new requirements mean for us as a plan sponsor?” 2022 PLANSPONSOR National Conference Join us at the 2022 PLANSPONSOR National Conference in Orlando, June 8 – 10, where your peers from Yale University, Gwinnett County Public Schools, Navy Federal Credit Union and many more will share their experiences. During two and a half days of insightful and engaging discussions learn about trends and practices in retirement plan design, participant engagement and education, and investment options, and get the latest legislative and regulatory updates. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox!

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