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April 5th, 2019 |
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ASK THE EXPERTS
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
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DC Plan Participants Share Incentives for Saving MoreA company match contribution or bigger company match, more education and access to financial advice are among incentives for savings identified in a Natixis survey.Read more > | Court Orders Briefing in George Washington University ERISA SuitThe question in the lawsuit, according to a federal judge, is whether the plaintiff has standing to sue, for one, because she signed a settlement agreement with the university, and also, the defendants claim, she has not proved harm in her challenges to investments used in the university’s 403(b) plan.Read more > | What’s in the Retirement Enhancement and Savings Act of 2019?A 2019 version of the popular “RESA” legislation has been reintroduced in the Senate, which has published a helpful section-by-section summary of the sweeping retirement reform proposal, including summaries for sections regarding changes for 403(b) plans.Read more > | Pentegra Offers Guide for Millennials to Get on Path to Financial WellnessThe report discusses the power of compounding, finding extra dollars to save, saving for college and retirement and managing debt, and provides asset allocation guidance.Read more > | Break From the Grind: Employees Use Company Time and Resources to Prepare TaxesMichael Steinitz, with Accountemps, warns, there is a “risk of accidentally exposing sensitive personal financial records by leaving documents in the copier or inadvertently emailing a coworker,” when preparing personal tax returns at work.Read more > |
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