A recent survey from
Fifth Third Bank finds a vast majority of Americans cannot identify the
Internal Revenue Service’s limits placed on annual tax-advantaged retirement
plan deferrals.Read more >
New safe harbor correction methods related to
automatic enrollment features in defined contribution plans are being
implemented by the Internal Revenue Service.Read more >
“Since our
University is currently on spring break I thought that I would take the time to
ask the Experts a bit of a trivia question. Is there a 403(b) plan that is
generally recognized as the oldest 403(b) plan in the country? Our plan dates
from the early 1960s, and I was wondering how it stacks up in terms of
longevity.”Read more >
ASK THE EXPERTS
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
