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PLANSPONSOR BLINESs LOGO April 30th, 2024
Information & Insights for the 403(b) Community
Government Sponsors Say Payroll Systems Are Main Obstacle to Roth Catch-Ups
Government Sponsors Say Payroll Systems Are Main Obstacle to Roth Catch-Ups
Government plans need more guidance from the IRS to address payroll-related complications that affect compliance with parts of SECURE 2.0.
Top Considerations for 403(b) Plans in 2024
Optional SECURE 2.0 provisions and IRS determination letters can help plan sponsors position their plans to meet participant needs.
Ask the Experts
Can Employees in Canada Benefit from a 403(b) Plan?
We are a denominational church that sponsors a 403(b) plan. We have an increasing number of employees who are Canadian citizens who live and work in Canada. Could we sponsor a 403(b) plan for such employees?
How Does the DOL’s Independent Contractor Rule Affect Plan Eligibility?
401(k) and 403(b) plans should review plan documents and independent contractor processes.
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